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
$121M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.05M
3
+$850K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$843K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$818K

Top Sells

1
+$1.8M
2
+$1.54M
3
+$818K
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$781K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$707K

Sector Composition

1 Healthcare 5.39%
2 Technology 5.16%
3 Consumer Staples 4.67%
4 Financials 4.37%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$138K 0.11%
2,000
152
$138K 0.11%
2,000
153
$136K 0.11%
6,172
+2,156
154
$134K 0.11%
1,130
-99
155
$132K 0.11%
2,520
156
$132K 0.11%
550
-56
157
$132K 0.11%
1,209
-550
158
$128K 0.11%
9,857
+3,463
159
$127K 0.11%
7,397
+26
160
$127K 0.11%
6,300
161
$124K 0.1%
14,723
+5,532
162
$119K 0.1%
1,400
-3,483
163
$119K 0.1%
1,000
164
$118K 0.1%
2,738
-105
165
$116K 0.1%
865
-47
166
$115K 0.1%
333
-107
167
$113K 0.09%
5,500
168
$110K 0.09%
812
+12
169
$109K 0.09%
8,000
170
$108K 0.09%
4,000
171
$108K 0.09%
535
-88
172
$108K 0.09%
7,500
173
$107K 0.09%
2,009
-88
174
$106K 0.09%
1,175
175
$106K 0.09%
500
-46
5 6
7
8 9