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
$95M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.09M
3
+$3.07M
4
VTV icon
Vanguard Value ETF
VTV
+$1.56M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.55M

Top Sells

1
+$2.43M
2
+$1.67M
3
+$1.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.64M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.62M

Sector Composition

1 Technology 5.19%
2 Consumer Staples 4.51%
3 Communication Services 3.74%
4 Healthcare 3.57%
5 Financials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.23%
12,492
102
$216K 0.23%
+3,435
103
$205K 0.22%
7,766
-977
104
$204K 0.21%
5,771
+22
105
$202K 0.21%
15,902
+115
106
$198K 0.21%
37,941
107
$168K 0.18%
12,000
108
$156K 0.16%
12,600
109
$92.6K 0.1%
+10,000
110
$43.5K 0.05%
19,261
-2,600
111
$39.7K 0.04%
10,500
112
– –
-4,498
113
– –
-30,889
114
– –
-11,755
115
– –
-48,634
116
– –
-44,997
117
– –
-2,959
118
– –
-14,334
119
– –
-15,446
120
– –
-34,878
121
– –
-16,989
122
– –
-11,500
123
– –
-34,911
1 2 3 4
5