FFWM

Future Financial Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.66M
3
+$1.39M
4
EMO
ClearBridge Energy Midstream Opportunity Fund
EMO
+$778K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$628K

Top Sells

1
+$2.05M
2
+$1.25M
3
+$1.25M
4
AMLP icon
Alerian MLP ETF
AMLP
+$723K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$559K

Sector Composition

1 Technology 4.81%
2 Healthcare 4.04%
3 Communication Services 4.02%
4 Financials 3.97%
5 Consumer Staples 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$26.2K 0.02%
250
302
$26.1K 0.02%
2,000
303
$25.7K 0.02%
1,230
304
$25.6K 0.02%
2,000
305
$25.6K 0.02%
2,000
306
$25.4K 0.02%
1,513
307
$24.6K 0.02%
500
308
$24.3K 0.02%
1,060
309
$23.9K 0.02%
1,000
310
$23.7K 0.02%
1,000
311
$23.5K 0.02%
2,000
312
$23K 0.02%
2,000
313
$22.4K 0.02%
500
314
$22.3K 0.02%
1,100
315
$21.8K 0.01%
100
316
$21.5K 0.01%
2,000
317
$21K 0.01%
104
318
$20.8K 0.01%
300
319
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483
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320
$20.6K 0.01%
71
321
$20.4K 0.01%
333
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628
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323
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1,100
324
$20.1K 0.01%
1,500
+1,000
325
$20K 0.01%
300
11 12
13
14 15