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
$140M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.6M
3
+$645K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$430K
5
UPS icon
United Parcel Service
UPS
+$423K

Top Sells

1
+$2.51M
2
+$1.53M
3
+$624K
4
SPG icon
Simon Property Group
SPG
+$337K
5
UTG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$41.3K 0.03%
+200
277
$41.3K 0.03%
+5,000
278
$40.5K 0.03%
+625
279
$39.9K 0.03%
+2,000
280
$39.2K 0.03%
+2,500
281
$39.1K 0.03%
+1,000
282
$38.2K 0.03%
+3,000
283
$38K 0.03%
+235
284
$38K 0.03%
+301
285
$37.3K 0.03%
+2,764
286
$35.8K 0.03%
+2,800
287
$34.8K 0.02%
+2,000
288
$33.7K 0.02%
+250
289
$33.6K 0.02%
+1,650
290
$33.1K 0.02%
+1,000
291
$32.4K 0.02%
+500
292
$31.7K 0.02%
+259
293
$31.1K 0.02%
+2,113
294
$30.6K 0.02%
+2,084
295
$30.6K 0.02%
+5,000
296
$30.5K 0.02%
+268
297
$30.2K 0.02%
+343
298
$30.2K 0.02%
+2,000
299
$29.5K 0.02%
+2,000
300
$29.3K 0.02%
+215
10 11
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