FFWM

Future Financial Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$140M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.6M
3
+$645K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$430K
5
UPS icon
United Parcel Service
UPS
+$423K

Top Sells

1
+$2.51M
2
+$1.53M
3
+$624K
4
SPG icon
Simon Property Group
SPG
+$337K
5
UTG icon
Reaves Utility Income Fund
UTG
+$181K

Sector Composition

1 Technology 4.84%
2 Healthcare 4.64%
3 Consumer Staples 4.24%
4 Financials 3.84%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$63.4K 0.05%
+1,000
227
$63.1K 0.05%
+656
228
$63K 0.05%
+4,000
229
$61.5K 0.04%
+2,100
230
$60.9K 0.04%
+1,375
231
$60.5K 0.04%
+500
232
$60.3K 0.04%
+1,325
233
$59.2K 0.04%
+450
234
$58.9K 0.04%
+600
235
$58.6K 0.04%
+300
236
$58.4K 0.04%
+1,434
237
$58.4K 0.04%
+1,000
238
$58.4K 0.04%
+1,031
239
$57.1K 0.04%
+850
240
$56.9K 0.04%
+300
241
$55.7K 0.04%
+1,102
242
$55.4K 0.04%
+532
243
$55.3K 0.04%
+150
244
$55.3K 0.04%
+500
245
$54.9K 0.04%
+486
246
$54.7K 0.04%
+500
247
$54.3K 0.04%
+4,500
248
$54.1K 0.04%
+250
249
$52.8K 0.04%
+1,000
250
$52.5K 0.04%
+500
8 9
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