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
$95M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.09M
3
+$3.07M
4
VTV icon
Vanguard Value ETF
VTV
+$1.56M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.55M

Top Sells

1
+$2.43M
2
+$1.67M
3
+$1.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.64M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.62M

Sector Composition

1 Technology 5.19%
2 Consumer Staples 4.51%
3 Communication Services 3.74%
4 Healthcare 3.57%
5 Financials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.23M 5.51%
12,838
-5,962
2
$4.63M 4.87%
+30,441
3
$3.46M 3.64%
45,693
-241
4
$3.38M 3.56%
22,280
+146
5
$3.38M 3.56%
20,792
-5,260
6
$3.12M 3.29%
175,204
-17,194
7
$3.12M 3.28%
21,927
+11,007
8
$3.09M 3.25%
+14,910
9
$3.07M 3.24%
+11,172
10
$3.02M 3.18%
124,941
-25,002
11
$2.58M 2.71%
145,842
-32
12
$2.5M 2.63%
31,319
-8,337
13
$2.45M 2.58%
51,257
-2,465
14
$2.23M 2.35%
11,490
+167
15
$1.61M 1.69%
117,112
+15,265
16
$1.55M 1.63%
+8,892
17
$1.45M 1.53%
30,956
-3,739
18
$1.44M 1.52%
+10,874
19
$1.43M 1.51%
+32,314
20
$1.43M 1.5%
+74,262
21
$1.33M 1.4%
10,990
+87
22
$1.22M 1.28%
24,758
-1,225
23
$1.21M 1.28%
14,035
-514
24
$1.2M 1.26%
21,089
-473
25
$1.19M 1.25%
27,762
-2
1
2 3 4 5