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
$101M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$475K
3
+$253K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$249K
5
BAC icon
Bank of America
BAC
+$223K

Top Sells

1
+$347K
2
+$301K
3
+$239K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$235K
5
JNJ icon
Johnson & Johnson
JNJ
+$186K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 3.77%
3 Communication Services 3.75%
4 Financials 3.6%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.65M 5.61%
12,933
+89
2
$5.43M 5.39%
32,217
+602
3
$3.52M 3.5%
11,614
+152
4
$3.51M 3.49%
20,624
+116
5
$3.39M 3.37%
15,177
-21
6
$3.36M 3.33%
22,899
+589
7
$3.35M 3.32%
22,376
+111
8
$3.23M 3.21%
127,335
+1,416
9
$3.21M 3.19%
173,580
-3,586
10
$2.86M 2.84%
37,019
-1,941
11
$2.77M 2.75%
53,220
+1,868
12
$2.73M 2.71%
32,116
+786
13
$2.72M 2.7%
158,433
+12,570
14
$2.14M 2.13%
11,129
-250
15
$1.88M 1.86%
21,233
+453
16
$1.75M 1.73%
9,073
+120
17
$1.58M 1.57%
11,210
+200
18
$1.55M 1.54%
32,447
-30
19
$1.55M 1.54%
75,057
+192
20
$1.5M 1.49%
10,997
+87
21
$1.41M 1.4%
87,834
+6,150
22
$1.4M 1.39%
20,001
-859
23
$1.31M 1.3%
26,128
+1,289
24
$1.26M 1.25%
28,385
+2,372
25
$1.22M 1.21%
12,632
+329
1
2 3 4 5