FFWM

Future Financial Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 12.98%
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1 +$3.53M
2 +$2.16M
3 +$1.51M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.45M
5
LLY icon
Eli Lilly
LLY
+$1.36M

Top Sells

1 +$3.53M
2 +$1.73M
3 +$1.53M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
IRM icon
Iron Mountain
IRM
+$835K

Sector Composition

1 Technology 4.61%
2 Communication Services 4.35%
3 Healthcare 4.29%
4 Consumer Staples 3.84%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$525K 0.46%
54,144
+20,357
52
$524K 0.46%
14,973
+195
53
$507K 0.45%
4,101
+581
54
$505K 0.44%
2,775
55
$487K 0.43%
1,304
56
$474K 0.42%
36,606
+12,279
57
$469K 0.41%
12,294
-100
58
$466K 0.41%
5,968
-3,782
59
$461K 0.41%
24,517
+5,824
60
$452K 0.4%
126,248
+1,638
61
$450K 0.4%
11,328
+177
62
$439K 0.39%
34,981
+753
63
$423K 0.37%
43,442
+14,962
64
$414K 0.36%
2,391
+3
65
$413K 0.36%
19,800
-1,000
66
$412K 0.36%
1,570
-355
67
$403K 0.35%
13,007
+757
68
$402K 0.35%
14,377
-1,580
69
$395K 0.35%
972
70
$375K 0.33%
1,250
-540
71
$374K 0.33%
9,716
-6,128
72
$371K 0.33%
3,065
73
$351K 0.31%
3,501
-225
74
$349K 0.31%
17,575
-564
75
$343K 0.3%
5,948
-4,456