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
$136M
AUM Growth
-$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.78M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M

Top Sells

1
+$3.59M
2
+$1.91M
3
+$1.89M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.75M
5
MLPA icon
Global X MLP ETF
MLPA
+$661K

Sector Composition

1 Technology 4.45%
2 Healthcare 4.35%
3 Consumer Staples 4.3%
4 Financials 3.99%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$155K 0.11%
1,730
+5
127
$155K 0.11%
1,200
128
$152K 0.11%
880
129
$152K 0.11%
500
130
$151K 0.11%
8,137
-411
131
$146K 0.11%
11,800
132
$144K 0.11%
1,738
133
$143K 0.1%
3,050
+2,000
134
$139K 0.1%
330
135
$136K 0.1%
9,400
136
$128K 0.09%
635
137
$128K 0.09%
1,366
138
$126K 0.09%
900
139
$124K 0.09%
4,182
+50
140
$123K 0.09%
350
141
$122K 0.09%
7,000
142
$122K 0.09%
3,116
-699
143
$118K 0.09%
6,205
-100
144
$117K 0.09%
1,000
145
$113K 0.08%
2,220
146
$112K 0.08%
10,000
147
$110K 0.08%
10,000
148
$109K 0.08%
200
149
$106K 0.08%
1,500
150
$106K 0.08%
2,538
+2
4 5
6
7 8