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
$87M
AUM Growth
+$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$2.47M
3
+$2.46M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$1.29M
5
TDVG icon
T. Rowe Price Dividend Growth ETF
TDVG
+$711K

Top Sells

1
+$2.04M
2
+$1.85M
3
+$1.52M
4
IYW icon
iShares US Technology ETF
IYW
+$1.33M
5
META icon
Meta Platforms (Facebook)
META
+$1.08M

Sector Composition

1 Healthcare 5.42%
2 Technology 4.62%
3 Financials 4.22%
4 Communication Services 4.08%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,250
127
– –
-1,409
128
– –
-5,460
129
– –
-16,408
130
– –
-22,779
131
– –
-6,980
132
– –
-1,500
133
– –
-5,000
2 3 4 5
6