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
$147M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.66M
3
+$1.39M
4
EMO
ClearBridge Energy Midstream Opportunity Fund
EMO
+$778K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$628K

Top Sells

1
+$2.05M
2
+$1.25M
3
+$1.25M
4
AMLP icon
Alerian MLP ETF
AMLP
+$723K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$559K

Sector Composition

1 Technology 4.81%
2 Healthcare 4.04%
3 Communication Services 4.02%
4 Financials 3.97%
5 Consumer Staples 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56.9K 0.04%
1,000
-9,773
227
$56.6K 0.04%
300
228
$56.4K 0.04%
5,500
229
$55.8K 0.04%
4,000
230
$55.5K 0.04%
1,200
231
$53.7K 0.04%
500
232
$53.7K 0.04%
2,000
233
$53.4K 0.04%
532
234
$53.3K 0.04%
486
235
$53.1K 0.04%
80
236
$52.9K 0.04%
10,000
237
$52.6K 0.04%
1,000
238
$52.4K 0.04%
1,102
239
$52.3K 0.04%
504
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240
$51.9K 0.04%
2,129
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241
$51.5K 0.04%
1,000
242
$50.8K 0.03%
100
243
$50.2K 0.03%
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244
$50.1K 0.03%
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245
$49.3K 0.03%
500
246
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2,000
247
$47.3K 0.03%
300
248
$46.9K 0.03%
1,100
249
$46.8K 0.03%
300
250
$46.7K 0.03%
+3,000
8 9
10
11 12