FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
This Quarter Return
+5.46%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$95M
AUM Growth
+$95M
(+4.7%)
Cap. Flow
+$1.73M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
37.37%
Holding
123
New
15
Increased
34
Reduced
41
Closed
12
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
$4.63M |
| 2 |
iShares S&P 100 ETF
OEF
|
$3.09M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$3.07M |
| 4 |
Vanguard Value ETF
VTV
|
$1.56M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.55M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.43M |
| 2 |
John Hancock Multifactor Mid Cap ETF
JHMM
|
$1.67M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$1.67M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.64M |
| 5 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$1.62M |
Sector Composition
| 1 | Technology | 5.19% |
| 2 | Consumer Staples | 4.51% |
| 3 | Communication Services | 3.74% |
| 4 | Healthcare | 3.57% |
| 5 | Financials | 2.83% |
