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
$114M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.16M
3
+$1.51M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.45M
5
LLY icon
Eli Lilly
LLY
+$1.36M

Top Sells

1
+$3.53M
2
+$1.73M
3
+$1.53M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
IRM icon
Iron Mountain
IRM
+$835K

Sector Composition

1 Technology 4.61%
2 Communication Services 4.35%
3 Healthcare 4.29%
4 Consumer Staples 3.84%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$343K 0.3%
7,800
77
$327K 0.29%
4,500
+2,500
78
$319K 0.28%
4,814
79
$305K 0.27%
3,640
-18,312
80
$302K 0.27%
3,309
+50
81
$301K 0.26%
14,782
+3,406
82
$298K 0.26%
875
83
$295K 0.26%
4,350
84
$294K 0.26%
4,972
+3
85
$286K 0.25%
12,900
-450
86
$285K 0.25%
523
87
$278K 0.24%
3,695
+405
88
$274K 0.24%
1,035
89
$272K 0.24%
1,690
+140
90
$266K 0.23%
18,700
+6,700
91
$265K 0.23%
16,345
+103
92
$256K 0.22%
1,285
+1
93
$255K 0.22%
3,700
94
$250K 0.22%
11,100
-1,500
95
$247K 0.22%
7,203
-1,200
96
$241K 0.21%
3,400
-1,000
97
$240K 0.21%
8,382
+1,500
98
$239K 0.21%
1,745
+1,000
99
$238K 0.21%
889
100
$237K 0.21%
2,452
2 3
4
5 6