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
276
$34.2K 0.03%
300
-150
277
$33.9K 0.02%
400
-775
278
$33.3K 0.02%
470
279
$32.8K 0.02%
185
-50
280
$32K 0.02%
531
-500
281
$31.5K 0.02%
+500
282
$31.3K 0.02%
1,650
283
$31.2K 0.02%
385
+335
284
$30.9K 0.02%
2,000
285
$30.9K 0.02%
215
286
$30.6K 0.02%
3,000
287
$30.4K 0.02%
269
+1
288
$30.3K 0.02%
343
289
$30.3K 0.02%
500
290
$29.5K 0.02%
2,000
-1,000
291
$29.4K 0.02%
1,000
292
$28.5K 0.02%
300
293
$27.6K 0.02%
350
294
$26.6K 0.02%
1,000
295
$26.5K 0.02%
500
296
$26.4K 0.02%
1,000
297
$26.2K 0.02%
2,000
298
$26.1K 0.02%
3,000
299
$26.1K 0.02%
5,000
300
$25.9K 0.02%
1,230
10 11
12
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