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
$130M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.55M
3
+$1.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M

Top Sells

1
+$3.68M
2
+$3.52M
3
+$3.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.39M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$310K

Sector Composition

1 Technology 4.82%
2 Financials 4.31%
3 Consumer Staples 4.06%
4 Healthcare 4%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$174K 0.13%
+400
127
$173K 0.13%
+500
128
$172K 0.13%
+11,800
129
$166K 0.13%
+3,812
130
$166K 0.13%
12,800
131
$161K 0.12%
+2,200
132
$161K 0.12%
+3,200
133
$160K 0.12%
915
-351
134
$159K 0.12%
+1,794
135
$154K 0.12%
+2,000
136
$154K 0.12%
+3,059
137
$152K 0.12%
+1,745
138
$149K 0.11%
+7,405
139
$143K 0.11%
+635
140
$142K 0.11%
+2,774
141
$140K 0.11%
11,500
142
$134K 0.1%
+1,210
143
$132K 0.1%
+333
144
$131K 0.1%
+1,954
145
$129K 0.1%
+1,450
146
$128K 0.1%
+1,000
147
$127K 0.1%
+1,050
148
$126K 0.1%
+2,065
149
$126K 0.1%
10,524
+500
150
$125K 0.1%
+1,362
4 5
6
7 8