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
$137M
AUM Growth
-$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$448K
3
+$422K
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$255K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$246K

Top Sells

1
+$510K
2
+$453K
3
+$253K
4
VVR icon
Invesco Senior Income Trust
VVR
+$248K
5
FRA icon
BlackRock Floating Rate Income Strategies Fund
FRA
+$232K

Sector Composition

1 Technology 4.82%
2 Consumer Staples 4.2%
3 Financials 4.15%
4 Communication Services 4.03%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$25.7K 0.02%
1,000
302
$25.4K 0.02%
745
303
$25.4K 0.02%
2,000
304
$24.7K 0.02%
1,000
305
$24.6K 0.02%
1,513
-600
306
$24.6K 0.02%
1,000
307
$24.2K 0.02%
250
308
$24.2K 0.02%
210
-1,200
309
$23.6K 0.02%
3,000
310
$23.2K 0.02%
800
311
$22.8K 0.02%
1,001
+400
312
$22.3K 0.02%
25
313
$22K 0.02%
1,000
314
$21.5K 0.02%
300
-3,100
315
$20.8K 0.02%
100
316
$20.6K 0.02%
1,500
317
$20.4K 0.01%
2,000
+457
318
$20.4K 0.01%
70
319
$20.2K 0.01%
2,000
320
$19.9K 0.01%
103
321
$19.9K 0.01%
333
322
$19.8K 0.01%
5,000
323
$19.7K 0.01%
1,300
324
$19.6K 0.01%
1,300
325
$19.5K 0.01%
300
11 12
13
14 15