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
251
$43.5K 0.03%
+100
252
$42.9K 0.03%
2,000
253
$42.5K 0.03%
200
254
$42.5K 0.03%
4,000
-500
255
$42.4K 0.03%
100
-1,204
256
$42.3K 0.03%
250
257
$42.3K 0.03%
2,500
258
$42.3K 0.03%
500
259
$42.2K 0.03%
2,165
260
$41.8K 0.03%
+1,000
261
$41.8K 0.03%
625
262
$40.8K 0.03%
1,000
263
$40.3K 0.03%
100
264
$40.2K 0.03%
259
265
$39.7K 0.03%
+2,000
266
$38.8K 0.03%
301
267
$38.3K 0.03%
240
-565
268
$37.9K 0.03%
403
-253
269
$37.7K 0.03%
2,000
270
$37.5K 0.03%
2,000
271
$37K 0.03%
500
272
$36.8K 0.03%
1,100
-1,000
273
$36.3K 0.03%
250
274
$34.5K 0.03%
2,800
275
$34.2K 0.03%
236
-198
9 10
11
12 13