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
$136M
AUM Growth
-$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.78M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M

Top Sells

1
+$3.59M
2
+$1.91M
3
+$1.89M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.75M
5
MLPA icon
Global X MLP ETF
MLPA
+$661K

Sector Composition

1 Technology 4.45%
2 Healthcare 4.35%
3 Consumer Staples 4.3%
4 Financials 3.99%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$559K 0.41%
58,377
+11,731
52
$544K 0.4%
21,462
+7,329
53
$540K 0.4%
4,540
-248
54
$533K 0.39%
1,520
-50
55
$518K 0.38%
972
56
$480K 0.35%
132,846
+8,564
57
$477K 0.35%
47,837
+912
58
$462K 0.34%
14,000
59
$452K 0.33%
10,694
60
$451K 0.33%
5,643
-375
61
$450K 0.33%
20,300
+500
62
$448K 0.33%
2,704
-99
63
$445K 0.33%
13,393
-1
64
$444K 0.33%
3,355
-146
65
$433K 0.32%
3,995
+225
66
$426K 0.31%
32,954
+2,434
67
$414K 0.3%
5,248
-294
68
$412K 0.3%
3,065
69
$382K 0.28%
4,350
70
$372K 0.27%
5,110
71
$369K 0.27%
4,077
+50
72
$367K 0.27%
2,375
+100
73
$358K 0.26%
16,243
+594
74
$349K 0.26%
34,844
+1,050
75
$334K 0.24%
5,406
-496
1 2
3
4 5