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

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
HBI icon
251
Hanesbrands
HBI
$2.44B
$45.8K 0.03%
10,000
SCHW icon
252
Charles Schwab
SCHW
$172B
$45.6K 0.03%
500
GHY
253
PGIM Global High Yield Fund
GHY
$514M
$45.6K 0.03%
3,400
+400
BABA icon
254
Alibaba
BABA
$399B
$45.4K 0.03%
400
JGH icon
255
Nuveen Global High Income Fund
JGH
$302M
$45.3K 0.03%
3,500
BND icon
256
Vanguard Total Bond Market
BND
$138B
$45.1K 0.03%
613
GTLB icon
257
GitLab
GTLB
$8.03B
$45.1K 0.03%
1,000
MGC icon
258
Vanguard Mega Cap 300 Index ETF
MGC
$8.29B
$45K 0.03%
200
ASO icon
259
Academy Sports + Outdoors
ASO
$3.26B
$44.8K 0.03%
1,000
VRTX icon
260
Vertex Pharmaceuticals
VRTX
$108B
$44.5K 0.03%
100
GBDC icon
261
Golub Capital BDC
GBDC
$3.77B
$44.2K 0.03%
3,015
+25
FROG icon
262
JFrog
FROG
$5.64B
$43.9K 0.03%
1,000
MRK icon
263
Merck
MRK
$218B
$43.8K 0.03%
553
XIFR
264
XPLR Infrastructure LP
XIFR
$949M
$43.3K 0.03%
5,285
-1,000
MORT icon
265
VanEck Mortgage REIT Income ETF
MORT
$319M
$42.2K 0.03%
4,000
WEC icon
266
WEC Energy
WEC
$37.3B
$42K 0.03%
403
IYW icon
267
iShares US Technology ETF
IYW
$22.4B
$41.6K 0.03%
240
COMM icon
268
CommScope
COMM
$3.51B
$41.4K 0.03%
5,000
ESGU icon
269
iShares ESG Aware MSCI USA ETF
ESGU
$15B
$40.7K 0.03%
301
RJF icon
270
Raymond James Financial
RJF
$32.9B
$39.7K 0.03%
259
LIT icon
271
Global X Lithium & Battery Tech ETF
LIT
$1.33B
$38.4K 0.03%
1,000
JQUA icon
272
JPMorgan US Quality Factor ETF
JQUA
$7.79B
$37.2K 0.03%
620
ABT icon
273
Abbott
ABT
$220B
$36.9K 0.03%
271
+1
THQ
274
abrdn Healthcare Opportunities Fund
THQ
$755M
$36.8K 0.03%
2,000
CMCSA icon
275
Comcast
CMCSA
$108B
$36.4K 0.02%
1,020