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
201
$80.4K 0.06%
+3,532
202
$79.7K 0.06%
+300
203
$79.2K 0.06%
+3,900
204
$78.6K 0.06%
+447
205
$77.7K 0.06%
+3,500
206
$77.3K 0.06%
+700
207
$75.8K 0.06%
+5,000
208
$73.3K 0.06%
+8,602
209
$73.1K 0.06%
+554
210
$73K 0.06%
+1,000
211
$73K 0.06%
+1,525
212
$72.8K 0.06%
+1,400
213
$72.8K 0.06%
+5,500
214
$72.7K 0.06%
+1,000
215
$72.6K 0.06%
+48
216
$72.6K 0.06%
+545
217
$72.5K 0.06%
+3,200
218
$72.3K 0.06%
+1,000
219
$71.7K 0.06%
+873
220
$71.4K 0.05%
+6,400
221
$71.3K 0.05%
+2,000
222
$70.8K 0.05%
+837
223
$68.7K 0.05%
+581
224
$67.8K 0.05%
+2,200
225
$67.8K 0.05%
+3,000
7 8
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