FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
This Quarter Return
+3.45%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$90.7M
AUM Growth
+$90.7M
(+3.3%)
Cap. Flow
+$527K
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
38.49%
Holding
126
New
9
Increased
46
Reduced
42
Closed
18
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.83M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$2.4M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$2.16M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.14M |
| 5 |
Vanguard Value ETF
VTV
|
$1.52M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 4.41% |
| 2 | Technology | 4.36% |
| 3 | Healthcare | 3.75% |
| 4 | Communication Services | 3.58% |
| 5 | Financials | 2.96% |
