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FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$758K
3
+$421K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$378K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$372K

Top Sells

1
+$5.37M
2
+$253K
3
+$224K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$162K

Sector Composition

1 Technology 5.06%
2 Communication Services 4.3%
3 Healthcare 4.08%
4 Financials 3.73%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$43.1K 0.03%
4,000
277
$42.3K 0.03%
2,000
278
$40.8K 0.03%
300
279
$40.7K 0.03%
+200
280
$39.2K 0.02%
100
281
$39K 0.02%
620
282
$38.4K 0.02%
2,500
+2,000
283
$36.7K 0.02%
350
-35
284
$36.6K 0.02%
1,498
+30
285
$36.5K 0.02%
272
+1
286
$36.3K 0.02%
438
287
$35.9K 0.02%
2,000
-500
288
$35.5K 0.02%
1,350
289
$35K 0.02%
+5,000
290
$35K 0.02%
470
291
$34.6K 0.02%
2,000
292
$34K 0.02%
215
293
$33.6K 0.02%
531
294
$33.4K 0.02%
1,000
295
$33.1K 0.02%
343
296
$33.1K 0.02%
2,000
297
$33K 0.02%
250
298
$32.5K 0.02%
2,000
299
$32.4K 0.02%
2,365
-650
300
$32K 0.02%
1,020
10 11
12
13 14