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

Top Buys

1
+$2.87M
2
+$2.66M
3
+$1.39M
4
EMO
ClearBridge Energy Midstream Opportunity Fund
EMO
+$778K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$628K

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
251
$45.8K 0.03%
10,000
252
$45.6K 0.03%
500
253
$45.6K 0.03%
3,400
+400
254
$45.4K 0.03%
400
255
$45.3K 0.03%
3,500
256
$45.1K 0.03%
613
257
$45.1K 0.03%
1,000
258
$45K 0.03%
200
259
$44.8K 0.03%
1,000
260
$44.5K 0.03%
100
261
$44.2K 0.03%
3,015
+25
262
$43.9K 0.03%
1,000
263
$43.8K 0.03%
553
264
$43.3K 0.03%
5,285
-1,000
265
$42.2K 0.03%
4,000
266
$42K 0.03%
403
267
$41.6K 0.03%
240
268
$41.4K 0.03%
5,000
269
$40.7K 0.03%
301
270
$39.7K 0.03%
259
271
$38.4K 0.03%
1,000
272
$37.2K 0.03%
620
273
$36.9K 0.03%
271
+1
274
$36.8K 0.03%
2,000
275
$36.4K 0.02%
1,020
9 10
11
12 13