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
$87M
AUM Growth
+$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$2.51M
3 +$2.48M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$1.24M
5
TDVG icon
T. Rowe Price Dividend Growth ETF
TDVG
+$734K

Top Sells

1 +$1.94M
2 +$1.71M
3 +$1.52M
4
IYW icon
iShares US Technology ETF
IYW
+$1.33M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 5.42%
2 Technology 4.62%
3 Financials 4.22%
4 Communication Services 4.08%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$207K 0.24%
+4,224
102
$203K 0.23%
+14,548
103
$203K 0.23%
2,325
104
$202K 0.23%
2,775
-1,000
105
$200K 0.23%
14,941
+67
106
$182K 0.21%
10,000
-4,286
107
$139K 0.16%
18,131
+81
108
$137K 0.16%
11,524
109
$137K 0.16%
10,855
+445
110
$98K 0.11%
10,000
111
$73K 0.08%
10,500
112
$53K 0.06%
10,500
113
$39K 0.04%
+10,000
114
$7K 0.01%
+67
115
-6,250
116
-5,000
117
-1,500
118
-3,490
119
-22,779
120
-8,204
121
-5,460
122
-1,409
123
-2,250
124
-30,938
125
-800