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FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$758K
3
+$421K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$378K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$372K

Top Sells

1
+$5.37M
2
+$253K
3
+$224K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$162K

Sector Composition

1 Technology 5.06%
2 Communication Services 4.3%
3 Healthcare 4.08%
4 Financials 3.73%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51.9K 0.03%
500
252
$51.4K 0.03%
10,000
253
$50.9K 0.03%
678
254
$50.4K 0.03%
2,541
255
$50K 0.03%
1,000
256
$48.8K 0.03%
200
257
$48.7K 0.03%
+3,000
258
$48.2K 0.03%
500
-500
259
$48K 0.03%
+245
260
$47.7K 0.03%
500
261
$47.3K 0.03%
1,000
262
$47.3K 0.03%
3,500
263
$47K 0.03%
240
264
$46.4K 0.03%
553
265
$46.2K 0.03%
403
266
$45.7K 0.03%
100
267
$45.6K 0.03%
613
268
$45.2K 0.03%
250
269
$45.1K 0.03%
1,000
270
$44.9K 0.03%
500
271
$44.7K 0.03%
259
272
$44.5K 0.03%
1,100
273
$43.9K 0.03%
300
274
$43.8K 0.03%
301
275
$43.8K 0.03%
3,400
9 10
11
12 13