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
176
$82.6K 0.06%
390
-87
177
$82.5K 0.06%
150
178
$81.2K 0.06%
700
179
$80.8K 0.06%
3,500
180
$79.9K 0.06%
500
181
$79.7K 0.06%
5,000
-150
182
$79.6K 0.06%
10,000
183
$78.8K 0.06%
3,000
184
$78K 0.06%
1,625
-250
185
$77.8K 0.06%
723
-4
186
$77.3K 0.06%
+850
187
$77.2K 0.06%
9,000
+500
188
$76.6K 0.06%
1,000
189
$75.8K 0.06%
6,400
190
$74.8K 0.05%
245
191
$73.3K 0.05%
6,400
192
$73.2K 0.05%
1,470
193
$73.2K 0.05%
1,200
-50
194
$72.4K 0.05%
6,000
195
$71.4K 0.05%
306
196
$71.2K 0.05%
5,000
197
$69.6K 0.05%
581
198
$69.4K 0.05%
1,000
199
$69.4K 0.05%
3,508
200
$69.2K 0.05%
1,600
6 7
8
9 10