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
251
$51.5K 0.04%
+1,000
252
$51.1K 0.04%
+2,086
253
$50.5K 0.04%
+1,000
254
$50.4K 0.04%
+537
255
$50.4K 0.04%
+491
256
$50.2K 0.04%
+5,000
257
$50K 0.04%
+300
258
$50K 0.04%
10,000
259
$47.9K 0.03%
+250
260
$46.9K 0.03%
+80
261
$46.8K 0.03%
+3,500
262
$46.5K 0.03%
+100
263
$46.1K 0.03%
+2,000
264
$46K 0.03%
+613
265
$45.4K 0.03%
+1,000
266
$45.1K 0.03%
+1,000
267
$44.8K 0.03%
+4,009
268
$44.5K 0.03%
+2,000
269
$44.4K 0.03%
+1,798
270
$44.2K 0.03%
+2,000
271
$44K 0.03%
+4,783
272
$43.6K 0.03%
+1,000
273
$43.5K 0.03%
+3,000
274
$42.9K 0.03%
+575
275
$41.9K 0.03%
+2,165
9 10
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