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FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
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
+$3.72M
2
+$2.37M
3
+$2.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.12M
5
VTV icon
Vanguard Value ETF
VTV
+$1.53M

Top Sells

1
+$3.93M
2
+$3.53M
3
+$1.52M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.41M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$1.35M

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
– –
-33,041
110
– –
-19,498
111
– –
-12,696
112
– –
-2,857
113
– –
-17,000
114
– –
-16,282
115
– –
-1,600
116
– –
-15,566
117
– –
-992
118
– –
-14,572
119
– –
-17,823
120
– –
-13,500
121
– –
-4,578
122
– –
-7,085
123
– –
-16,353
124
– –
-5,216
125
– –
-10,800
2 3 4
5
6