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
$95M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.09M
3
+$3.07M
4
VTV icon
Vanguard Value ETF
VTV
+$1.56M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.55M

Top Sells

1
+$2.43M
2
+$1.67M
3
+$1.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.64M
5
XMLV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.33%
13,350
77
$309K 0.33%
5,681
-4,615
78
$308K 0.32%
8,293
+611
79
$308K 0.32%
3,445
+396
80
$301K 0.32%
7,180
81
$294K 0.31%
3,620
-1,793
82
$291K 0.31%
32,611
83
$273K 0.29%
6,602
-6,695
84
$273K 0.29%
1,108
85
$267K 0.28%
875
86
$259K 0.27%
+7,846
87
$254K 0.27%
1,373
+145
88
$246K 0.26%
8,003
+500
89
$245K 0.26%
20,106
90
$242K 0.25%
3,254
-325
91
$238K 0.25%
30,487
92
$234K 0.25%
+5,520
93
$230K 0.24%
4,500
-14,955
94
$228K 0.24%
+4,350
95
$224K 0.24%
7,795
-123
96
$224K 0.24%
3,960
-998
97
$223K 0.23%
21,287
98
$222K 0.23%
18,650
+5,000
99
$220K 0.23%
7,496
-363
100
$220K 0.23%
+1,200
1 2 3
4
5