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
$86.8M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.43M
3
+$1.16M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$936K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$755K

Top Sells

1
+$23.9M
2
+$3.93M
3
+$1.8M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.41M
5
METV icon
Roundhill Ball Metaverse ETF
METV
+$1M

Sector Composition

1 Healthcare 5.33%
2 Consumer Staples 4.91%
3 Technology 4.21%
4 Communication Services 3.94%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.39%
10,493
-25,635
77
$337K 0.39%
18,800
78
$334K 0.38%
2,362
+4
79
$321K 0.37%
9,750
80
$315K 0.36%
1,155
81
$312K 0.36%
3,246
82
$309K 0.36%
4,056
-7,000
83
$299K 0.34%
3,500
84
$298K 0.34%
+5,774
85
$295K 0.34%
1,830
-2
86
$269K 0.31%
3,829
-272
87
$267K 0.31%
2,925
+65
88
$252K 0.29%
2,625
-5,728
89
$251K 0.29%
14,381
+3,637
90
$249K 0.29%
+2,194
91
$245K 0.28%
2,595
-51
92
$240K 0.28%
5,618
+4
93
$234K 0.27%
1,308
94
$232K 0.27%
451
+1
95
$231K 0.27%
5,533
+4
96
$230K 0.27%
4,500
97
$229K 0.26%
1,215
98
$228K 0.26%
20,861
-638
99
$225K 0.26%
21,794
+4,324
100
$223K 0.26%
17,000
2 3
4
5 6