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
$130M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.55M
3
+$1.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M

Top Sells

1
+$3.68M
2
+$3.52M
3
+$3.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.39M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$310K

Sector Composition

1 Technology 4.82%
2 Financials 4.31%
3 Consumer Staples 4.06%
4 Healthcare 4%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.83M 6.02%
16,283
+3,350
2
$7.51M 5.78%
41,131
+8,914
3
$4.64M 3.57%
172,737
+45,402
4
$4.17M 3.21%
71,698
+18,478
5
$3.89M 2.99%
43,240
+11,124
6
$3.73M 2.87%
22,966
+67
7
$3.64M 2.8%
+18,656
8
$3.55M 2.73%
+108,278
9
$3.53M 2.71%
180,866
+7,286
10
$2.92M 2.24%
164,908
+6,475
11
$2.85M 2.19%
36,805
-214
12
$1.94M 1.49%
11,310
+181
13
$1.9M 1.46%
21,952
+719
14
$1.9M 1.46%
9,113
+40
15
$1.81M 1.39%
11,860
+650
16
$1.75M 1.34%
33,021
+574
17
$1.73M 1.33%
77,172
+2,115
18
$1.67M 1.29%
11,314
+317
19
$1.64M 1.26%
96,977
+9,143
20
$1.59M 1.22%
19,825
-176
21
$1.41M 1.08%
29,244
+859
22
$1.4M 1.08%
27,817
+1,689
23
$1.37M 1.06%
7,514
-13,110
24
$1.37M 1.06%
7,605
+554
25
$1.22M 0.94%
2,907
+103
1
2 3 4 5