FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
This Quarter Return
+9.43%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+12%)
Cap. Flow
+$2.73M
Cap. Flow
% of AUM
2.71%
Top 10 Holdings %
Top 10 Hldgs %
37.24%
Holding
118
New
17
Increased
50
Reduced
27
Closed
6
Top Buys
| 1 |
Strive 500 ETF
STRV
|
$503K |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$475K |
| 3 |
Civitas Resources
CIVI
|
$253K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$249K |
| 5 |
Bank of America
BAC
|
$223K |
Top Sells
| 1 |
Global X US Preferred ETF
PFFD
|
$347K |
| 2 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$301K |
| 3 |
Walt Disney
DIS
|
$239K |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$235K |
| 5 |
Johnson & Johnson
JNJ
|
$186K |
Sector Composition
| 1 | Technology | 4.79% |
| 2 | Consumer Staples | 3.77% |
| 3 | Communication Services | 3.75% |
| 4 | Financials | 3.6% |
| 5 | Healthcare | 3.35% |
