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
$87M
AUM Growth
+$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$2.51M
3 +$2.48M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$1.24M
5
TDVG icon
T. Rowe Price Dividend Growth ETF
TDVG
+$734K

Top Sells

1 +$1.94M
2 +$1.71M
3 +$1.52M
4
IYW icon
iShares US Technology ETF
IYW
+$1.33M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 5.42%
2 Technology 4.62%
3 Financials 4.22%
4 Communication Services 4.08%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$314K 0.36%
16,800
77
$310K 0.36%
6,004
-446
78
$302K 0.35%
3,500
79
$298K 0.34%
6,983
80
$295K 0.34%
4,350
81
$293K 0.34%
3,796
+100
82
$293K 0.34%
1,145
-60
83
$287K 0.33%
17,000
84
$281K 0.32%
+2,757
85
$270K 0.31%
2,594
-6,864
86
$262K 0.3%
1,075
-200
87
$258K 0.3%
1,500
88
$257K 0.3%
6,636
+5
89
$254K 0.29%
797
-200
90
$245K 0.28%
24,837
+2,052
91
$244K 0.28%
15,600
92
$243K 0.28%
1,000
-800
93
$234K 0.27%
825
94
$233K 0.27%
4,560
+3
95
$228K 0.26%
10,500
96
$227K 0.26%
4,500
97
$224K 0.26%
3,045
98
$224K 0.26%
+966
99
$213K 0.25%
+881
100
$210K 0.24%
11,500