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
326
$20.5K 0.01%
+1,000
327
$20.4K 0.01%
+500
328
$20K 0.01%
+333
329
$20K 0.01%
+500
330
$20K 0.01%
+492
331
$20K 0.01%
+484
332
$19.9K 0.01%
+200
333
$19.9K 0.01%
+1,300
334
$19.8K 0.01%
+604
335
$19.7K 0.01%
+4,000
336
$19.7K 0.01%
+3,000
337
$19.6K 0.01%
+1,300
338
$19.6K 0.01%
+1,500
339
$19.5K 0.01%
+103
340
$19.5K 0.01%
+500
341
$19.3K 0.01%
+379
342
$19.1K 0.01%
+1,100
343
$18K 0.01%
+1,000
344
$17.9K 0.01%
+2,000
345
$17.9K 0.01%
+1,543
346
$17.7K 0.01%
+25
347
$17.6K 0.01%
+150
348
$17.6K 0.01%
+1,000
349
$17.3K 0.01%
+450
350
$17.3K 0.01%
+200