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
$97.2M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.55M
3
+$1.22M
4
BND icon
Vanguard Total Bond Market
BND
+$1.2M
5
ONLN icon
ProShares Online Retail ETF
ONLN
+$1.07M

Top Sells

1
+$3.37M
2
+$2.2M
3
+$1.7M
4
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$1.39M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.05M

Sector Composition

1 Healthcare 5.12%
2 Technology 5.04%
3 Financials 3.95%
4 Consumer Staples 3.83%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$239K 0.25%
10,500
102
$230K 0.24%
+6,000
103
$228K 0.23%
11,500
104
$228K 0.23%
13,158
-14,772
105
$227K 0.23%
875
-200
106
$226K 0.23%
2,906
-139
107
$218K 0.22%
4,224
108
$217K 0.22%
14,941
109
$209K 0.22%
960
-6
110
$209K 0.22%
881
111
$208K 0.21%
14,548
112
$207K 0.21%
+5,022
113
$205K 0.21%
2,325
114
$205K 0.21%
8,000
-2,000
115
$202K 0.21%
+5,200
116
$201K 0.21%
+4,275
117
$193K 0.2%
18,193
+62
118
$155K 0.16%
11,726
+871
119
$139K 0.14%
11,524
120
$98K 0.1%
10,000
121
$83K 0.09%
10,500
122
$55K 0.06%
10,500
123
$43K 0.04%
10,000
124
$6K 0.01%
67
125
– –
-1,500
2 3 4
5
6