FYW
Future You Wealth Portfolio holdings
AUM
$184M
This Quarter Return
+0.27%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.74%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$48.9M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$13.3M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$13M |
| 4 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$11.2M |
| 5 |
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% |
