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FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$758K
3
+$421K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$378K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$372K

Top Sells

1
+$5.37M
2
+$253K
3
+$224K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$162K

Sector Composition

1 Technology 5.06%
2 Communication Services 4.3%
3 Healthcare 4.08%
4 Financials 3.73%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64.3K 0.04%
604
227
$63.7K 0.04%
2,900
228
$62.8K 0.04%
300
229
$61.1K 0.04%
300
230
$59.9K 0.04%
4,000
231
$59.7K 0.04%
640
232
$59.6K 0.04%
1,000
233
$58.7K 0.04%
700
-700
234
$58.6K 0.04%
3,000
-2,000
235
$57.9K 0.04%
600
236
$57.2K 0.04%
509
+5
237
$56.9K 0.04%
1,000
238
$56.7K 0.04%
4,500
-1,000
239
$55.5K 0.03%
+2,000
240
$54.9K 0.03%
5,401
+116
241
$54.9K 0.03%
2,000
242
$54.5K 0.03%
1,102
243
$54.2K 0.03%
486
244
$54.1K 0.03%
1,200
245
$53.5K 0.03%
532
246
$53.5K 0.03%
1,000
247
$53.1K 0.03%
500
248
$53K 0.03%
300
249
$52.5K 0.03%
2,500
-1,000
250
$52.3K 0.03%
2,143
+14
8 9
10
11 12