FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
1-Year Return
12.24%
This Quarter Return
+5.71%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
+$26.3M
(+23%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
14.76%
Top 10 Holdings %
Top 10 Hldgs %
36.31%
Holding
471
New
348
Increased
52
Reduced
29
Closed
1
Top Buys
| 1 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
$2.67M |
| 2 |
VanEck Semiconductor ETF
SMH
|
$1.6M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$645K |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$430K |
| 5 |
United Parcel Service
UPS
|
$423K |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.51M |
| 2 |
iShares Bitcoin Trust
IBIT
|
$1.53M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$624K |
| 4 |
Simon Property Group
SPG
|
$337K |
| 5 |
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% |
