FYW
Future You Wealth Portfolio holdings
AUM
$184M
1 Year Est. Return
–
AUM
$184M
AUM Growth
+$28M
(+18%)
Holding
59
Top Buys
| 1 | +$4.28M | |
| 2 | +$2.52M | |
| 3 | +$1.24M | |
| 4 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$983K |
| 5 |
Capital Group Core Bond ETF
CGCB
|
+$823K |
Top Sells
| 1 | +$958K | |
| 2 | +$228K | |
| 3 | +$196K | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$186K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$172K |
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
$464B
| $248K | 0.13% |
+185
|
|
||
52
Ulta Beauty
ULTA
$23.2B
| $242K | 0.13% |
3,907
+7
|
|
||
53
Visa
V
$674B
| $238K | 0.13% |
671
|
|
||
54
Procter & Gamble
PG
$357B
| $238K | 0.13% |
1,493
-16
|
|
||
55
Technology Select Sector SPDR Fund
XLK
$96.5B
| $231K | 0.13% |
+912
|
|
||
56
DraftKings
DKNG
$16.4B
| $213K | 0.12% |
+4,976
|
|
||
57
Sempra
SRE
$60.5B
| $208K | 0.11% |
+2,739
|
|
||
58
Schwab US Broad Market ETF
SCHB
$37.9B
| $203K | 0.11% |
+8,516
|
|
||
59
iShares Core MSCI EAFE ETF
IEFA
$158B
| – | – |
-3,014
|
|