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
$101M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$475K
3
+$253K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$249K
5
BAC icon
Bank of America
BAC
+$223K

Top Sells

1
+$347K
2
+$301K
3
+$239K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$235K
5
JNJ icon
Johnson & Johnson
JNJ
+$186K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 3.77%
3 Communication Services 3.75%
4 Financials 3.6%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$200K 0.2%
+1,384
102
$191K 0.19%
22,497
+244
103
$175K 0.17%
+17,000
104
$166K 0.16%
+11,500
105
$158K 0.16%
12,800
+200
106
$136K 0.14%
+11,500
107
$116K 0.12%
+10,000
108
$110K 0.11%
+10,000
109
$109K 0.11%
+10,024
110
$83K 0.08%
+10,000
111
$49.9K 0.05%
+10,000
112
$27.4K 0.03%
15,000
-4,761
113
– –
-3,248
114
– –
-7,180
115
– –
-18,458
116
– –
-10,500
117
– –
-2,945
1 2 3 4
5