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
201
$68.9K 0.05%
500
202
$68.3K 0.05%
3,200
+250
203
$67.8K 0.05%
2,200
204
$66K 0.05%
1,000
205
$65.5K 0.05%
1,480
206
$65.3K 0.05%
1,000
+100
207
$65.1K 0.05%
2,900
-7,000
208
$63.7K 0.05%
604
209
$63.4K 0.05%
5,500
210
$63.3K 0.05%
3,000
211
$62.3K 0.05%
4,000
212
$62K 0.05%
1,400
213
$61.6K 0.05%
1,000
214
$59.7K 0.04%
6,285
215
$59.4K 0.04%
425
216
$58.8K 0.04%
532
217
$58.6K 0.04%
3,000
218
$58K 0.04%
1,000
219
$57.7K 0.04%
10,000
220
$57.2K 0.04%
600
221
$56.8K 0.04%
6,525
222
$56.8K 0.04%
2,350
+2,175
223
$56.4K 0.04%
300
224
$55.9K 0.04%
1,660
+6
225
$55.8K 0.04%
500
7 8
9
10 11