FYW
Future You Wealth Portfolio holdings
AUM $156M
AUM
$156M
AUM Growth
+$14.9M (+11%)
Cap. Flow
+$18.9M
Cap. Flow % of AUM
12.11%
Top 10 Holdings %Top 10 Hldgs %
82.17%
Holding
50
New
3
Increased
20
Reduced
13
Closed
4
Top Buys
| 1 | $5.64M | |
| 2 | $4.46M | |
| 3 | $2.96M | |
| 4 | $2.64M | |
| 5 | $924K |
Top Sells
| 1 | $1.22M | |
| 2 | $365K | |
| 3 | $313K | |
| 4 | $181K | |
| 5 | $171K |
Sector Composition
| 1 | Technology | 2.91% |
| 2 | Communication Services | 1.32% |
| 3 | Consumer Discretionary | 1.03% |
| 4 | Financials | 0.4% |
| 5 | Industrials | 0.21% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $52.3M | 33.51% | 93,094 +10,039 | +12% | +$5.64M | |||
| $14.4M | 9.23% | 181,519 +37,319 | +26% | +$2.96M | |||
| $14.3M | 9.14% | 129,205 +8,368 | +7% | +$924K | |||
| $14.2M | 9.09% | 279,042 +51,910 | +23% | +$2.64M | |||
| $11.2M | 7.16% | 40,324 -4,405 | -10% | -$1.22M | |||
| $8.08M | 5.17% | 97,635 +10,982 | +13% | +$909K | |||
| $5.89M | 3.77% | 224,011 +169,527 | +311% | +$4.46M | |||
| $3.18M | 2.04% | 17,070 -1,960 | -10% | -$365K | |||
| $2.48M | 1.59% | 4,426 +99 | +2% | +$55.4K | |||
| $2.31M | 1.48% | 51,081 +13,274 | +35% | +$601K | |||
| $2.26M | 1.45% | 28,708 +4,963 | +21% | +$392K | |||
| $2.23M | 1.43% | 10,056 -318 | -3% | -$70.6K | |||
| $2.07M | 1.32% | 62,617 | – | – | |||
| $1.77M | 1.13% | 4,710 -69 | -1% | -$25.9K | |||
| $1.62M | 1.04% | 17,867 +1,626 | +10% | +$147K | |||
| $1.26M | 0.81% | 28,830 -253 | -0.9% | -$11.1K | |||
| $1.21M | 0.77% | 23,466 | – | – | |||
| $1.18M | 0.76% | 12,952 +5,687 | +78% | +$518K | |||
| $1.03M | 0.66% | 1,779 +125 | +8% | +$72K | |||
| $958K | 0.61% | 22,381 +2,061 | +10% | +$88.2K | |||
| $911K | 0.58% | 4,789 +928 | +24% | +$177K | |||
| $875K | 0.56% | 3,038 -1,087 | -26% | -$313K | |||
| $834K | 0.53% | 10,203 -345 | -3% | -$28.2K | |||
| $785K | 0.5% | 5,022 +1,392 | +38% | +$217K | |||
| $739K | 0.47% | 18,775 | – | – |
