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FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
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 Buys

1
+$5.52M
2
+$758K
3
+$421K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$378K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$372K

Top Sells

1
+$5.37M
2
+$253K
3
+$224K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$162K

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
301
$32K 0.02%
1,650
302
$31.9K 0.02%
745
303
$31.2K 0.02%
260
304
$31K 0.02%
2,000
305
$30.1K 0.02%
+1,000
306
$28.9K 0.02%
800
307
$28.9K 0.02%
2,000
308
$28.8K 0.02%
300
309
$28.4K 0.02%
500
310
$28.4K 0.02%
500
311
$27.6K 0.02%
3,000
312
$27.1K 0.02%
1,100
313
$26.8K 0.02%
+1,500
314
$26.8K 0.02%
2,000
315
$26.1K 0.02%
1,513
316
$25.9K 0.02%
2,000
317
$25.7K 0.02%
1,230
318
$25.4K 0.02%
1,305
-2,000
319
$25.2K 0.02%
1,000
320
$25.1K 0.02%
1,000
321
$24.8K 0.02%
4,000
322
$24.7K 0.02%
1,060
323
$23.1K 0.01%
500
324
$22.8K 0.01%
100
325
$22.6K 0.01%
483
11 12
13
14 15