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
$136M
AUM Growth
-$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.78M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M

Top Sells

1
+$3.59M
2
+$1.91M
3
+$1.89M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.75M
5
MLPA icon
Global X MLP ETF
MLPA
+$661K

Sector Composition

1 Technology 4.45%
2 Healthcare 4.35%
3 Consumer Staples 4.3%
4 Financials 3.99%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 7.72%
20,485
+3,325
2
$10.5M 7.7%
54,389
+9,236
3
$6.08M 4.46%
217,329
+12,397
4
$4.3M 3.16%
20,401
-158
5
$4.25M 3.12%
120,888
+1,941
6
$4.24M 3.11%
24,867
-112
7
$4.22M 3.1%
116,328
+3,677
8
$4.21M 3.09%
76,839
+1,434
9
$3.96M 2.9%
78,012
+14,932
10
$2.85M 2.09%
66,924
+3,824
11
$2.64M 1.94%
124,424
+98,718
12
$2.3M 1.69%
45,418
+3,540
13
$2.15M 1.58%
9,694
-45
14
$2.1M 1.54%
14,354
+1,873
15
$1.95M 1.43%
9,431
-141
16
$1.91M 1.4%
22,236
+22,116
17
$1.78M 1.31%
11,422
-143
18
$1.74M 1.27%
+19,502
19
$1.69M 1.24%
7,993
+1,049
20
$1.61M 1.18%
96,166
+1,674
21
$1.34M 0.98%
14,797
+516
22
$1.31M 0.96%
26,299
+551
23
$1.3M 0.96%
1,578
+50
24
$1.28M 0.94%
6,711
+607
25
$1.23M 0.9%
5,883
-44
1
2 3 4 5