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
$86.8M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$4.21M
2 +$1.43M
3 +$1.16M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$936K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$755K

Top Sells

1 +$23.9M
2 +$3.93M
3 +$1.8M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.41M
5
METV icon
Roundhill Ball Metaverse ETF
METV
+$1M

Sector Composition

1 Healthcare 5.33%
2 Consumer Staples 4.91%
3 Technology 4.21%
4 Communication Services 3.94%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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