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
$159M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Sells

1 +$5.38M
2 +$253K
3 +$246K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$170K

Sector Composition

1 Technology 5.06%
2 Communication Services 4.3%
3 Healthcare 4.08%
4 Financials 3.73%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VEA icon
151
Vanguard FTSE Developed Markets ETF
VEA
$178B
$133K 0.08%
2,220
BAC icon
152
Bank of America
BAC
$375B
$131K 0.08%
2,541
+1
SBRA icon
153
Sabra Healthcare REIT
SBRA
$4.38B
$130K 0.08%
7,000
PEBO icon
154
Peoples Bancorp
PEBO
$1.06B
$129K 0.08%
4,297
+59
CAT icon
155
Caterpillar
CAT
$241B
$128K 0.08%
268
-10
EMB icon
156
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$126K 0.08%
1,319
ORCL icon
157
Oracle
ORCL
$777B
$120K 0.08%
425
SCHX icon
158
Schwab US Large- Cap ETF
SCHX
$61B
$119K 0.07%
4,500
NEA icon
159
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
$114K 0.07%
10,000
USMV icon
160
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$114K 0.07%
1,197
MYI icon
161
BlackRock MuniYield Quality Fund III
MYI
$731M
$111K 0.07%
10,000
PEP icon
162
PepsiCo
PEP
$209B
$109K 0.07%
776
EXPE icon
163
Expedia Group
EXPE
$28B
$107K 0.07%
500
SPOT icon
164
Spotify
SPOT
$139B
$105K 0.07%
150
IGSB icon
165
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$105K 0.07%
1,974
BP icon
166
BP
BP
$88B
$104K 0.07%
3,027
+32
SPYG icon
167
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$102K 0.06%
973
WMB icon
168
Williams Companies
WMB
$75.9B
$101K 0.06%
1,600
LRGE icon
169
ClearBridge Large Cap Growth Select ETF
LRGE
$447M
$100K 0.06%
1,200
IHF icon
170
iShares US Healthcare Providers ETF
IHF
$840M
$98.8K 0.06%
2,000
ACLS icon
171
Axcelis
ACLS
$2.56B
$97.6K 0.06%
1,000
ADM icon
172
Archer Daniels Midland
ADM
$29.7B
$97.1K 0.06%
1,625
AMD icon
173
Advanced Micro Devices
AMD
$374B
$97.1K 0.06%
+600
VT icon
174
Vanguard Total World Stock ETF
VT
$54.4B
$96.5K 0.06%
700
JEPI icon
175
JPMorgan Equity Premium Income ETF
JEPI
$41.6B
$96.1K 0.06%
1,682
+682