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
$130M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1 +$3.64M
2 +$3.55M
3 +$1.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M

Sector Composition

1 Technology 4.82%
2 Financials 4.31%
3 Consumer Staples 4.06%
4 Healthcare 4%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$313K 0.24%
875
77
$310K 0.24%
13,350
78
$309K 0.24%
3,290
-1,105
79
$309K 0.24%
4,814
80
$308K 0.24%
3,259
+1
81
$297K 0.23%
12,600
-9,956
82
$286K 0.22%
+3,000
83
$281K 0.22%
4,400
84
$281K 0.22%
3,700
85
$278K 0.21%
+4,803
86
$278K 0.21%
28,480
-1,757
87
$277K 0.21%
31,732
+1,158
88
$274K 0.21%
523
89
$266K 0.2%
8,403
+400
90
$262K 0.2%
4,350
91
$256K 0.2%
1,035
-14,142
92
$255K 0.2%
16,242
+109
93
$251K 0.19%
5,021
-1,977
94
$246K 0.19%
+1,757
95
$245K 0.19%
4,500
96
$239K 0.18%
+11,376
97
$233K 0.18%
+1,906
98
$233K 0.18%
4,335
99
$233K 0.18%
690
-10,924
100
$231K 0.18%
889