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
1
$4.95M 4.11%
89,104
+12,225
2
$4.2M 3.49%
56,269
+8,905
3
$3.54M 2.93%
23,141
-13
4
$3.18M 2.64%
7,655
-715
5
$3.12M 2.59%
169,846
+29,864
6
$2.07M 1.72%
19,886
+2,510
7
$2.04M 1.69%
42,524
+3,108
8
$2.01M 1.67%
38,255
-13,461
9
$1.85M 1.54%
11,428
+175
10
$1.82M 1.51%
+88,562
11
$1.8M 1.49%
23,026
-10,484
12
$1.78M 1.48%
10,220
-371
13
$1.74M 1.44%
20,836
+3,823
14
$1.59M 1.32%
11,420
+800
15
$1.59M 1.32%
35,058
-4,627
16
$1.52M 1.26%
19,908
-3,922
17
$1.44M 1.19%
64,366
-6,318
18
$1.43M 1.18%
79,566
-3,193
19
$1.41M 1.17%
8,688
-94
20
$1.41M 1.17%
35,291
-5,087
21
$1.4M 1.16%
34,670
-1,036
22
$1.36M 1.13%
35,284
-6,954
23
$1.34M 1.11%
13,341
-1,228
24
$1.29M 1.07%
23,279
+28
25
$1.29M 1.07%
11,928
-2,494
1
2 3 4 5