FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
1-Year Return
12.24%
This Quarter Return
+7.23%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$10.4M
(+7.6%)
Cap. Flow
+$2.15M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
40.68%
Holding
460
New
12
Increased
81
Reduced
44
Closed
9
Top Buys
| 1 |
JPMorgan Income ETF
JPIE
|
$2.87M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$2.66M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
$1.39M |
| 4 |
EMO
ClearBridge Energy Midstream Opportunity Fund
EMO
|
$778K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
$628K |
Top Sells
Sector Composition
| 1 | Technology | 4.81% |
| 2 | Healthcare | 4.04% |
| 3 | Communication Services | 4.02% |
| 4 | Financials | 3.97% |
| 5 | Consumer Staples | 3.87% |
