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
$90.7M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.83M
2 +$2.4M
3 +$2.16M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
VTV icon
Vanguard Value ETF
VTV
+$1.52M

Sector Composition

1 Consumer Staples 4.41%
2 Technology 4.36%
3 Healthcare 3.75%
4 Communication Services 3.58%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$197K 0.22%
37,941
+23,381
102
$188K 0.21%
11,500
-600
103
$155K 0.17%
13,650
-1,000
104
$155K 0.17%
12,600
-4,000
105
$151K 0.17%
12,000
106
$117K 0.13%
4,498
+48
107
$56.6K 0.06%
21,861
+1,500
108
$40.4K 0.04%
10,500
109
-13,500
110
-17,823
111
-7,286
112
-992
113
-15,566
114
-1,600
115
-16,282
116
-17,000
117
-2,857
118
-12,696
119
-19,498
120
-1,482
121
-10,800
122
-5,216
123
-16,353
124
-7,085
125
-4,578