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
$90.7M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.4M
3
+$2.16M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
VTV icon
Vanguard Value ETF
VTV
+$1.52M

Top Sells

1
+$4.03M
2
+$3.42M
3
+$1.52M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$1.41M
5
ICVT icon
iShares Convertible Bond ETF
ICVT
+$1.35M

Sector Composition

1 Consumer Staples 4.41%
2 Technology 4.36%
3 Healthcare 3.75%
4 Communication Services 3.58%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.1M 7.82%
18,800
+10,145
2
$4.04M 4.45%
26,052
+15,481
3
$3.68M 4.05%
149,943
+87,891
4
$3.51M 3.86%
45,934
+28,030
5
$3.38M 3.72%
192,398
+32,086
6
$3.31M 3.65%
22,134
-885
7
$2.91M 3.21%
39,656
-18,195
8
$2.57M 2.83%
53,722
+18,976
9
$2.55M 2.81%
145,874
+62,150
10
$1.88M 2.07%
11,323
+1,280
11
$1.67M 1.84%
34,878
-3,672
12
$1.67M 1.84%
48,634
+12,292
13
$1.64M 1.81%
16,989
+4,950
14
$1.62M 1.78%
30,889
+2,915
15
$1.57M 1.73%
34,695
+4,208
16
$1.56M 1.72%
44,997
+11,440
17
$1.52M 1.68%
+10,920
18
$1.44M 1.59%
101,847
+83,986
19
$1.36M 1.49%
14,334
+10,549
20
$1.28M 1.41%
25,983
+10,779
21
$1.25M 1.38%
14,549
+6,465
22
$1.17M 1.3%
27,764
-309
23
$1.14M 1.26%
10,903
+18
24
$1.14M 1.26%
21,562
-247
25
$1.12M 1.23%
6,967
-1,359
1
2 3 4 5