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
$101M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$475K
3
+$253K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$249K
5
BAC icon
Bank of America
BAC
+$223K

Top Sells

1
+$347K
2
+$301K
3
+$239K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$235K
5
JNJ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$290K 0.29%
30,237
-4,575
77
$281K 0.28%
4,814
-100
78
$273K 0.27%
3,258
79
$267K 0.27%
4,400
80
$265K 0.26%
4,335
+900
81
$264K 0.26%
894
-212
82
$264K 0.26%
20,856
+171
83
$262K 0.26%
875
84
$253K 0.25%
+3,700
85
$251K 0.25%
30,574
+300
86
$249K 0.25%
+523
87
$245K 0.24%
8,003
88
$239K 0.24%
13,302
-4,862
89
$236K 0.23%
4,500
90
$229K 0.23%
4,350
91
$223K 0.22%
+6,631
92
$223K 0.22%
16,133
+114
93
$219K 0.22%
+6,882
94
$218K 0.22%
40,210
+366
95
$215K 0.21%
1,266
-108
96
$211K 0.21%
889
-639
97
$210K 0.21%
+7,593
98
$206K 0.2%
7,812
+23
99
$204K 0.2%
16,650
-1,000
100
$200K 0.2%
+5,809
1 2 3
4
5