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FYW
Future You Wealth Portfolio holdings
AUM
$184M
This Fund
S&P 500
This Quarter
Est. Return
+8.15%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$184M
AUM Growth
+$28M
(+18%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
8.37%
Top 10 Holdings %
Top 10 Hldgs %
78.5%
Holding
59
New
13
Increased
20
Reduced
14
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.96M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.37M |
| 3 |
CGIC
Capital Group International Core Equity ETF
CGIC
|
+$1.16M |
| 4 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$959K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$822K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$886K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$228K |
| 3 |
Vanguard Small-Cap Value ETF
VBR
|
+$186K |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$172K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$170K |
Sector Composition
| 1 | Technology | 2.95% |
| 2 | Communication Services | 1.49% |
| 3 | Consumer Discretionary | 1.24% |
| 4 | Financials | 0.69% |
| 5 | Industrials | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Netflix
NFLX
$311B
| $248K | 0.13% |
+1,850
| New | +$209K |
|
52
Ulta Beauty
ULTA
$20.3B
| $242K | 0.13% |
3,907
+7
| +0.2% | +$2.9K |
|
53
Visa
V
$680B
| $238K | 0.13% |
671
| – | – |
|
54
Procter & Gamble
PG
$345B
| $238K | 0.13% |
1,493
-16
| -1% | -$2.61K |
|
55
State Street Technology Select Sector SPDR ETF
XLK
$118B
| $231K | 0.13% |
+1,824
| New | +$202K |
|
56
DraftKings
DKNG
$13.1B
| $213K | 0.12% |
+4,976
| New | +$178K |
|
57
Sempra
SRE
$61.7B
| $208K | 0.11% |
+2,739
| New | +$203K |
|
58
Schwab US Broad Market ETF
SCHB
$43.3B
| $203K | 0.11% |
+8,516
| New | +$188K |
|
|
59
iShares Core MSCI EAFE ETF
IEFA
$186B
| – | – |
-3,014
| Closed | -$228K |
|
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