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
$136M
AUM Growth
-$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.78M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M

Top Sells

1
+$3.59M
2
+$1.91M
3
+$1.89M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.75M
5
MLPA icon
Global X MLP ETF
MLPA
+$661K

Sector Composition

1 Technology 4.45%
2 Healthcare 4.35%
3 Consumer Staples 4.3%
4 Financials 3.99%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$326K 0.24%
875
77
$324K 0.24%
5,500
-2,300
78
$321K 0.24%
11,267
+28
79
$309K 0.23%
3,310
80
$298K 0.22%
2,000
81
$294K 0.22%
561
82
$291K 0.21%
520
83
$286K 0.21%
1,175
84
$284K 0.21%
1,417
85
$284K 0.21%
11,100
86
$283K 0.21%
3,219
-40,841
87
$283K 0.21%
17,700
88
$276K 0.2%
6,836
-590
89
$260K 0.19%
1,554
+7
90
$255K 0.19%
6,703
91
$255K 0.19%
4,015
92
$254K 0.19%
4,122
93
$251K 0.18%
3,687
-27
94
$250K 0.18%
1,700
-100
95
$247K 0.18%
2,200
96
$244K 0.18%
888
97
$244K 0.18%
4,058
98
$243K 0.18%
3,450
+1,950
99
$238K 0.17%
4,500
100
$237K 0.17%
3,503
+2
2 3
4
5 6