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
176
$96K 0.07%
+542
177
$94.9K 0.07%
+1,500
178
$94.4K 0.07%
+180
179
$94.2K 0.07%
+1,036
180
$94.2K 0.07%
+1,000
181
$90K 0.07%
+4,200
182
$88.7K 0.07%
+727
183
$88.6K 0.07%
+2,105
184
$88.6K 0.07%
+6,000
185
$87.2K 0.07%
+487
186
$86.3K 0.07%
+12,000
187
$86K 0.07%
+1,000
188
$85.1K 0.07%
+1,163
189
$85K 0.07%
+1,175
190
$85K 0.07%
10,000
191
$83.5K 0.06%
+200
192
$83.4K 0.06%
+3,000
193
$82.8K 0.06%
+2,754
194
$82.7K 0.06%
+1,525
195
$82.5K 0.06%
+6,900
196
$81.8K 0.06%
+5,000
197
$81.7K 0.06%
+500
198
$81.5K 0.06%
+1,627
199
$81.2K 0.06%
+1,500
200
$80.5K 0.06%
+1,200
6 7
8
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