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
276
$36.3K 0.02%
438
-1,300
277
$36.2K 0.02%
2,000
278
$35.8K 0.02%
300
279
$35.8K 0.02%
1,350
-1,000
280
$35.4K 0.02%
1,468
+31
281
$35.3K 0.02%
385
282
$34.8K 0.02%
260
+10
283
$33.1K 0.02%
1,650
284
$32.3K 0.02%
185
285
$32.2K 0.02%
470
286
$32K 0.02%
215
287
$31.5K 0.02%
343
288
$31.5K 0.02%
531
289
$30.8K 0.02%
4,000
290
$30.2K 0.02%
745
291
$29.5K 0.02%
2,000
292
$29.1K 0.02%
2,500
293
$28.7K 0.02%
300
294
$28.4K 0.02%
3,000
295
$28.1K 0.02%
2,000
296
$27.8K 0.02%
250
297
$27.8K 0.02%
1,000
298
$26.4K 0.02%
800
299
$26.4K 0.02%
500
300
$26.3K 0.02%
1,500
10 11
12
13 14