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

Top Buys

1
+$2.63M
2
+$2.51M
3
+$2.48M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$1.24M
5
TDVG icon
T. Rowe Price Dividend Growth ETF
TDVG
+$734K

Top Sells

1
+$1.94M
2
+$1.71M
3
+$1.52M
4
IYW icon
iShares US Technology ETF
IYW
+$1.33M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

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
– –
-14,000
127
– –
-1,000
128
– –
-2,705
129
– –
-2,500
130
– –
-19,525
131
– –
-15,628
132
– –
-27,703
133
– –
-750
2 3 4 5
6