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
$121M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.05M
3
+$850K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$843K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$818K

Top Sells

1
+$1.8M
2
+$1.54M
3
+$818K
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$781K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$707K

Sector Composition

1 Healthcare 5.39%
2 Technology 5.16%
3 Consumer Staples 4.67%
4 Financials 4.37%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$196K 0.16%
4,534
+3
127
$191K 0.16%
6,700
+4,000
128
$187K 0.16%
6,003
129
$186K 0.15%
1,180
130
$186K 0.15%
6,030
131
$186K 0.15%
2,452
132
$185K 0.15%
2,250
133
$185K 0.15%
1,000
134
$184K 0.15%
12,000
135
$182K 0.15%
1,763
-94
136
$176K 0.15%
3,540
-735
137
$172K 0.14%
15,412
+3,076
138
$170K 0.14%
700
-100
139
$167K 0.14%
5,664
+20
140
$161K 0.13%
2,335
+150
141
$158K 0.13%
4,970
+10
142
$156K 0.13%
2,720
-149
143
$154K 0.13%
1,300
144
$154K 0.13%
1,500
145
$153K 0.13%
3,480
146
$153K 0.13%
6,062
-14
147
$152K 0.13%
934
-1,122
148
$151K 0.13%
5,520
149
$150K 0.12%
700
150
$140K 0.12%
10,800
-4,261
4 5
6
7 8