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
SHY icon
276
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$36.3K 0.02%
438
-1,300
WWW icon
277
Wolverine World Wide
WWW
$1.42B
$36.2K 0.02%
2,000
PSX icon
278
Phillips 66
PSX
$56.3B
$35.8K 0.02%
300
VKTX icon
279
Viking Therapeutics
VKTX
$4.24B
$35.8K 0.02%
1,350
-1,000
EVT icon
280
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$1.87B
$35.4K 0.02%
1,468
+31
QTUM icon
281
Defiance Quantum ETF
QTUM
$3.15B
$35.3K 0.02%
385
NFLX icon
282
Netflix
NFLX
$407B
$34.8K 0.02%
260
+10
STWD icon
283
Starwood Property Trust
STWD
$6.79B
$33.1K 0.02%
1,650
DLR icon
284
Digital Realty Trust
DLR
$56B
$32.3K 0.02%
185
ZG icon
285
Zillow
ZG
$17B
$32.2K 0.02%
470
CINF icon
286
Cincinnati Financial
CINF
$25.2B
$32K 0.02%
215
IWR icon
287
iShares Russell Mid-Cap ETF
IWR
$46.1B
$31.5K 0.02%
343
KRE icon
288
State Street SPDR S&P Regional Banking ETF
KRE
$4.03B
$31.5K 0.02%
531
TCPC icon
289
BlackRock TCP Capital
TCPC
$520M
$30.8K 0.02%
4,000
SPDW icon
290
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.8B
$30.2K 0.02%
745
OI icon
291
O-I Glass
OI
$2.16B
$29.5K 0.02%
2,000
M icon
292
Macy's
M
$5.89B
$29.1K 0.02%
2,500
LDUR icon
293
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.01B
$28.7K 0.02%
300
MFA
294
MFA Financial
MFA
$978M
$28.4K 0.02%
3,000
BANC icon
295
Banc of California
BANC
$2.99B
$28.1K 0.02%
2,000
PI icon
296
Impinj
PI
$4.77B
$27.8K 0.02%
250
YOU icon
297
Clear Secure
YOU
$3.21B
$27.8K 0.02%
1,000
FNDE icon
298
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.09B
$26.4K 0.02%
800
TSCO icon
299
Tractor Supply
TSCO
$28.4B
$26.4K 0.02%
500
DOC icon
300
Healthpeak Properties
DOC
$11.7B
$26.3K 0.02%
1,500