FYW

Future You Wealth Portfolio holdings

AUM $184M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$13.3M
3
+$13M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$11.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.05%
2 Communication Services 1.39%
3 Consumer Discretionary 1.32%
4 Financials 0.27%
5 Industrials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.9M 34.63%
+83,055
2
$13.3M 9.42%
+120,837
3
$13M 9.18%
+44,729
4
$11.2M 7.94%
+144,200
5
$10.9M 7.69%
+227,132
6
$7.1M 5.03%
+86,653
7
$3.77M 2.67%
+19,030
8
$2.6M 1.84%
+10,374
9
$2.54M 1.8%
+4,327
10
$2.17M 1.53%
+62,617
11
$2.01M 1.43%
+4,779
12
$1.87M 1.32%
+23,745
13
$1.67M 1.18%
+37,807
14
$1.45M 1.02%
+16,241
15
$1.41M 1%
+54,484
16
$1.31M 0.93%
+23,466
17
$1.22M 0.86%
+29,083
18
$999K 0.71%
+4,125
19
$968K 0.69%
+1,654
20
$920K 0.65%
+20,320
21
$888K 0.63%
+6,615
22
$847K 0.6%
+3,861
23
$798K 0.56%
+10,548
24
$749K 0.53%
+11,520
25
$691K 0.49%
+3,630
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