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
$97.2M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.55M
3 +$1.22M
4
BND icon
Vanguard Total Bond Market
BND
+$1.2M
5
ONLN icon
ProShares Online Retail ETF
ONLN
+$1.07M

Top Sells

1 +$3.37M
2 +$2.2M
3 +$1.7M
4
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$1.39M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.05M

Sector Composition

1 Healthcare 5.12%
2 Technology 5.04%
3 Financials 3.95%
4 Consumer Staples 3.83%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,775