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
151
$122K 0.09%
+1,215
152
$121K 0.09%
744
-21,632
153
$119K 0.09%
+8,000
154
$118K 0.09%
+900
155
$118K 0.09%
+3,980
156
$115K 0.09%
10,000
157
$113K 0.09%
+2,900
158
$112K 0.09%
+1,000
159
$112K 0.09%
+1,000
160
$111K 0.09%
+745
161
$111K 0.09%
10,000
162
$110K 0.08%
+5,500
163
$109K 0.08%
+3,500
164
$108K 0.08%
+4,187
165
$106K 0.08%
+2,818
166
$106K 0.08%
+803
167
$106K 0.08%
+1,000
168
$104K 0.08%
+770
169
$104K 0.08%
+7,000
170
$104K 0.08%
+1,000
171
$101K 0.08%
+494
172
$99.4K 0.08%
+8,500
173
$99.4K 0.08%
+2,000
174
$99.1K 0.08%
+500
175
$96.4K 0.07%
+700
5 6
7
8 9