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
$114M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.16M
3
+$1.51M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.45M
5
LLY icon
Eli Lilly
LLY
+$1.36M

Top Sells

1
+$3.53M
2
+$1.73M
3
+$1.53M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
IRM icon
Iron Mountain
IRM
+$835K

Sector Composition

1 Technology 4.61%
2 Communication Services 4.35%
3 Healthcare 4.29%
4 Consumer Staples 3.84%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.06M 7.08%
40,882
-249
2
$7.86M 6.91%
15,714
-569
3
$4.82M 4.23%
185,805
+13,068
4
$4.2M 3.69%
19,582
+926
5
$4.07M 3.58%
24,690
+1,724
6
$3.78M 3.32%
69,362
-2,336
7
$3.65M 3.21%
106,075
-2,203
8
$3.53M 3.1%
40,772
-2,468
9
$3.53M 3.1%
+99,208
10
$2.87M 2.53%
166,070
+1,162
11
$2.87M 2.52%
37,132
+327
12
$2.82M 2.48%
55,411
+42,420
13
$2.18M 1.92%
10,350
-960
14
$2.03M 1.78%
8,953
-160
15
$1.87M 1.64%
10,185
-1,675
16
$1.74M 1.53%
101,681
+4,704
17
$1.72M 1.51%
32,428
-593
18
$1.64M 1.44%
11,253
-61
19
$1.51M 1.33%
+32,830
20
$1.45M 1.27%
+42,364
21
$1.42M 1.25%
29,355
+111
22
$1.39M 1.22%
27,601
-216
23
$1.38M 1.22%
1,528
+1,504
24
$1.23M 1.08%
6,340
-1,265
25
$1.2M 1.06%
13,566
+164
1
2 3 4 5