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
$159M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Sells

1 +$5.38M
2 +$253K
3 +$246K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$170K

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
STWD icon
301
Starwood Property Trust
STWD
$6.85B
$32K 0.02%
1,650
SPDW icon
302
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.3B
$31.9K 0.02%
745
NFLX icon
303
Netflix
NFLX
$397B
$31.2K 0.02%
260
HQL
304
abrdn Life Sciences Investors
HQL
$504M
$31K 0.02%
2,000
KBA icon
305
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$223M
$30.1K 0.02%
+1,000
FNDE icon
306
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.72B
$28.9K 0.02%
800
VFC icon
307
VF Corp
VFC
$7.57B
$28.9K 0.02%
2,000
LDUR icon
308
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.01B
$28.8K 0.02%
300
TSCO icon
309
Tractor Supply
TSCO
$27.8B
$28.4K 0.02%
500
DAL icon
310
Delta Air Lines
DAL
$47B
$28.4K 0.02%
500
MFA
311
MFA Financial
MFA
$980M
$27.6K 0.02%
3,000
NCLH icon
312
Norwegian Cruise Line
NCLH
$9.98B
$27.1K 0.02%
1,100
AXGN icon
313
Axogen
AXGN
$1.38B
$26.8K 0.02%
+1,500
PATH icon
314
UiPath
PATH
$8.81B
$26.8K 0.02%
2,000
HBAN icon
315
Huntington Bancshares
HBAN
$27.8B
$26.1K 0.02%
1,513
OI icon
316
O-I Glass
OI
$2.39B
$25.9K 0.02%
2,000
BKLN icon
317
Invesco Senior Loan ETF
BKLN
$6.59B
$25.7K 0.02%
1,230
PFFD icon
318
Global X US Preferred ETF
PFFD
$2.25B
$25.4K 0.02%
1,305
-2,000
RLJ.PRA icon
319
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$325M
$25.2K 0.02%
1,000
NIE
320
Virtus Equity & Convertible Income Fund
NIE
$687M
$25.1K 0.02%
1,000
TCPC icon
321
BlackRock TCP Capital
TCPC
$507M
$24.8K 0.02%
4,000
SIRI icon
322
SiriusXM
SIRI
$7.31B
$24.7K 0.02%
1,060
FVD icon
323
First Trust Value Line Dividend Fund
FVD
$8.49B
$23.1K 0.01%
500
NXPI icon
324
NXP Semiconductors
NXPI
$58.4B
$22.8K 0.01%
100
SPEM icon
325
SPDR Portfolio Emerging Markets ETF
SPEM
$15.3B
$22.6K 0.01%
483