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
151
$104K 0.08%
1,000
152
$103K 0.08%
1,974
153
$103K 0.08%
1,025
154
$102K 0.08%
600
155
$101K 0.07%
300
156
$101K 0.07%
676
+50
157
$100K 0.07%
2,961
+30
158
$99.4K 0.07%
4,500
159
$95.6K 0.07%
1,600
160
$94.2K 0.07%
2,700
161
$94K 0.07%
4,200
162
$93.5K 0.07%
1,163
163
$91.7K 0.07%
47
164
$91K 0.07%
4,000
165
$90.5K 0.07%
2,650
166
$89.1K 0.07%
2,336
167
$88.7K 0.07%
269
-50
168
$86.6K 0.06%
2,105
169
$86.1K 0.06%
1,202
170
$85.3K 0.06%
494
171
$84K 0.06%
500
172
$83.9K 0.06%
3,900
173
$83.7K 0.06%
1,200
174
$83.7K 0.06%
1,568
+4
175
$83.1K 0.06%
1,627
5 6
7
8 9