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
$90.7M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.83M
2 +$2.4M
3 +$2.16M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
VTV icon
Vanguard Value ETF
VTV
+$1.52M

Sector Composition

1 Consumer Staples 4.41%
2 Technology 4.36%
3 Healthcare 3.75%
4 Communication Services 3.58%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$309K 0.34%
17,967
+5,921
77
$305K 0.34%
9,500
78
$304K 0.34%
+3,049
79
$301K 0.33%
7,682
-1,621
80
$296K 0.33%
7,180
-1,000
81
$289K 0.32%
13,350
-1,536
82
$283K 0.31%
+32,611
83
$270K 0.3%
871
-267
84
$266K 0.29%
4,958
-16,140
85
$261K 0.29%
3,579
-175
86
$255K 0.28%
1,108
87
$252K 0.28%
875
88
$251K 0.28%
7,859
-1,634
89
$248K 0.27%
+30,487
90
$238K 0.26%
20,106
+4,804
91
$238K 0.26%
+2,283
92
$231K 0.25%
21,287
-15,482
93
$228K 0.25%
5,749
+19
94
$228K 0.25%
8,743
-978
95
$226K 0.25%
7,918
+1,246
96
$224K 0.25%
1,228
-1,716
97
$223K 0.25%
2,959
+115
98
$202K 0.22%
15,787
+111
99
$202K 0.22%
+12,492
100
$201K 0.22%
7,503