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
$147M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

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
PDD icon
301
Pinduoduo
PDD
$166B
$26.2K 0.02%
250
TRIP icon
302
TripAdvisor
TRIP
$1.76B
$26.1K 0.02%
2,000
BKLN icon
303
Invesco Senior Loan ETF
BKLN
$6.52B
$25.7K 0.02%
1,230
HQL
304
abrdn Life Sciences Investors
HQL
$499M
$25.6K 0.02%
2,000
PATH icon
305
UiPath
PATH
$10.2B
$25.6K 0.02%
2,000
HBAN icon
306
Huntington Bancshares
HBAN
$26.6B
$25.4K 0.02%
1,513
DAL icon
307
Delta Air Lines
DAL
$43.6B
$24.6K 0.02%
500
SIRI icon
308
SiriusXM
SIRI
$7.33B
$24.3K 0.02%
1,060
NIE
309
Virtus Equity & Convertible Income Fund
NIE
$710M
$23.9K 0.02%
1,000
RLJ.PRA icon
310
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$326M
$23.7K 0.02%
1,000
VFC icon
311
VF Corp
VFC
$7.16B
$23.5K 0.02%
2,000
WBA
312
DELISTED
Walgreens Boots Alliance
WBA
$23K 0.02%
2,000
FVD icon
313
First Trust Value Line Dividend Fund
FVD
$8.45B
$22.4K 0.02%
500
NCLH icon
314
Norwegian Cruise Line
NCLH
$8.64B
$22.3K 0.02%
1,100
NXPI icon
315
NXP Semiconductors
NXPI
$57.7B
$21.8K 0.01%
100
SOUN icon
316
SoundHound AI
SOUN
$5.31B
$21.5K 0.01%
2,000
ALL icon
317
Allstate
ALL
$52.7B
$21K 0.01%
104
NEE icon
318
NextEra Energy
NEE
$171B
$20.8K 0.01%
300
SPEM icon
319
SPDR Portfolio Emerging Markets ETF
SPEM
$15.5B
$20.6K 0.01%
483
-1
MCD icon
320
McDonald's
MCD
$222B
$20.6K 0.01%
71
JHMM icon
321
John Hancock Multifactor Mid Cap ETF
JHMM
$4.57B
$20.4K 0.01%
333
INKM icon
322
State Street Income Allocation ETF
INKM
$67.7M
$20.3K 0.01%
628
+10
CSQ icon
323
Calamos Strategic Total Return Fund
CSQ
$3.09B
$20.1K 0.01%
1,100
AESI icon
324
Atlas Energy Solutions
AESI
$1.19B
$20.1K 0.01%
1,500
+1,000
SYF icon
325
Synchrony
SYF
$28.8B
$20K 0.01%
300