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
$87.8M
AUM Growth
+$1.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.42M
3
+$1.04M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$995K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$927K

Top Sells

1
+$1.35M
2
+$1.23M
3
+$851K
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$838K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$738K

Sector Composition

1 Healthcare 5.89%
2 Consumer Staples 5.43%
3 Technology 3.64%
4 Financials 3.03%
5 Communication Services 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-36,791
127
– –
-9,750
128
– –
-4,331
129
– –
-3,940
130
– –
-10,500
131
– –
-42,240
132
– –
-4,050
133
– –
-35,343
134
– –
-10,500
135
– –
-65,973
2 3 4 5
6