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
$130M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1 +$3.64M
2 +$3.55M
3 +$1.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M

Sector Composition

1 Technology 4.82%
2 Financials 4.31%
3 Consumer Staples 4.06%
4 Healthcare 4%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$219K 0.17%
+2,452
102
$217K 0.17%
1,284
-100
103
$216K 0.17%
5,810
+1
104
$214K 0.16%
5,641
-990
105
$212K 0.16%
+3,375
106
$211K 0.16%
16,650
107
$211K 0.16%
+550
108
$210K 0.16%
+1,600
109
$206K 0.16%
+1,550
110
$205K 0.16%
+806
111
$205K 0.16%
6,882
112
$202K 0.16%
+500
113
$202K 0.16%
6,825
-768
114
$201K 0.15%
+9,732
115
$200K 0.15%
+1,180
116
$200K 0.15%
+550
117
$200K 0.15%
+3,496
118
$198K 0.15%
+3,380
119
$191K 0.15%
+3,799
120
$190K 0.15%
12,000
+500
121
$189K 0.15%
+1,199
122
$184K 0.14%
+2,198
123
$183K 0.14%
+5,835
124
$182K 0.14%
17,000
125
$179K 0.14%
6,130
-1,682