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
176
$103K 0.09%
+4,281
177
$102K 0.08%
2,151
+17
178
$101K 0.08%
9,270
-75
179
$101K 0.08%
8,806
+5,675
180
$101K 0.08%
4,323
+2,653
181
$100K 0.08%
400
-50
182
$99K 0.08%
2,832
+5
183
$99K 0.08%
1,665
+200
184
$98K 0.08%
1,586
185
$98K 0.08%
1,354
-2,189
186
$96K 0.08%
635
+100
187
$95K 0.08%
3,500
188
$95K 0.08%
3,800
189
$94K 0.08%
481
190
$92K 0.08%
1,213
-300
191
$91K 0.08%
3,900
192
$91K 0.08%
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193
$90K 0.07%
216
194
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195
$87K 0.07%
10,500
196
$87K 0.07%
2,600
197
$87K 0.07%
400
198
$86K 0.07%
2,667
+1,334
199
$86K 0.07%
864
-40
200
$86K 0.07%
155
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