FFWM

Future Financial Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 12.98%
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$448K
3
+$422K
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$255K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$246K

Top Sells

1
+$510K
2
+$453K
3
+$253K
4
VVR icon
Invesco Senior Income Trust
VVR
+$248K
5
FRA icon
BlackRock Floating Rate Income Strategies Fund
FRA
+$232K

Sector Composition

1 Technology 4.82%
2 Consumer Staples 4.2%
3 Financials 4.15%
4 Communication Services 4.03%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55.7K 0.04%
1,050
+1,000
227
$55.5K 0.04%
300
228
$55.5K 0.04%
600
229
$54.8K 0.04%
1,000
230
$53.4K 0.04%
1,000
231
$53.2K 0.04%
1,102
232
$52.9K 0.04%
677
+140
233
$52.9K 0.04%
5,000
234
$51.9K 0.04%
486
235
$50.6K 0.04%
2,105
+19
236
$50.1K 0.04%
1,000
237
$49.8K 0.04%
500
-950
238
$49.7K 0.04%
80
239
$49.3K 0.04%
300
240
$48.9K 0.04%
300
241
$48.6K 0.04%
10,000
242
$48.1K 0.04%
10,000
243
$47.5K 0.03%
1,000
244
$47.5K 0.03%
532
245
$45.7K 0.03%
496
+5
246
$44.9K 0.03%
3,500
247
$44.4K 0.03%
2,000
248
$44.1K 0.03%
1,834
+36
249
$44.1K 0.03%
613
250
$43.6K 0.03%
300
-254
8 9
10
11 12