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
$136M
AUM Growth
-$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.78M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M

Top Sells

1
+$3.59M
2
+$1.91M
3
+$1.89M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.75M
5
MLPA icon
Global X MLP ETF
MLPA
+$661K

Sector Composition

1 Technology 4.45%
2 Healthcare 4.35%
3 Consumer Staples 4.3%
4 Financials 3.99%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$236K 0.17%
2,452
102
$233K 0.17%
6,896
+16
103
$228K 0.17%
16,000
104
$225K 0.16%
2,276
+5
105
$217K 0.16%
1,600
106
$212K 0.16%
16,850
107
$210K 0.15%
6,500
+3,000
108
$208K 0.15%
9,150
109
$206K 0.15%
760
-168
110
$202K 0.15%
2,982
+3
111
$202K 0.15%
550
112
$198K 0.14%
1,286
113
$193K 0.14%
4,700
-600
114
$186K 0.14%
719
+300
115
$184K 0.14%
1,162
116
$184K 0.14%
3,060
117
$182K 0.13%
17,000
118
$181K 0.13%
550
119
$178K 0.13%
18,000
+5,000
120
$176K 0.13%
5,382
+1,000
121
$171K 0.13%
400
122
$160K 0.12%
443
-60
123
$159K 0.12%
600
124
$159K 0.12%
6,020
-611
125
$157K 0.12%
13,500
3 4
5
6 7