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
$140M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.6M
3
+$645K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$430K
5
UPS icon
United Parcel Service
UPS
+$423K

Top Sells

1
+$2.51M
2
+$1.53M
3
+$624K
4
SPG icon
Simon Property Group
SPG
+$337K
5
UTG icon
Reaves Utility Income Fund
UTG
+$181K

Sector Composition

1 Technology 4.84%
2 Healthcare 4.64%
3 Consumer Staples 4.24%
4 Financials 3.84%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$29.3K 0.02%
+5,000
302
$29.1K 0.02%
+470
303
$29.1K 0.02%
+500
304
$29K 0.02%
+1,000
305
$28.8K 0.02%
+300
306
$28K 0.02%
+745
307
$27.8K 0.02%
+1,600
308
$26.1K 0.02%
+1,000
309
$26K 0.02%
+350
310
$25.8K 0.02%
+1,230
311
$25.8K 0.02%
+800
312
$25.6K 0.02%
+2,000
313
$25.4K 0.02%
+500
314
$25K 0.02%
+300
315
$24.9K 0.02%
+3,000
316
$24.7K 0.02%
+2,000
317
$24K 0.02%
+100
318
$23.4K 0.02%
+5,000
319
$23.3K 0.02%
+1,000
320
$23K 0.02%
+1,000
321
$23K 0.02%
+200
322
$21.7K 0.02%
+1,500
323
$21.4K 0.02%
+70
324
$21.4K 0.02%
+1,450
325
$21.3K 0.02%
+216
11 12
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