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
SMR icon
326
NuScale Power
SMR
$4.65B
$19.8K 0.01%
500
FLOT icon
327
iShares Floating Rate Bond ETF
FLOT
$8.99B
$19.3K 0.01%
379
TJX icon
328
TJX Companies
TJX
$160B
$19.1K 0.01%
155
NLY icon
329
Annaly Capital Management
NLY
$13.7B
$18.8K 0.01%
1,000
NFJ
330
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.22B
$18.6K 0.01%
1,500
ARDC
331
Are Dynamic Credit Allocation Fund
ARDC
$318M
$18.5K 0.01%
1,300
PPT
332
Putnam Premier Income Trust
PPT
$348M
$18.4K 0.01%
5,000
-127,846
KREF
333
KKR Real Estate Finance Trust
KREF
$570M
$17.5K 0.01%
2,000
SPRY icon
334
ARS Pharmaceuticals
SPRY
$978M
$17.4K 0.01%
1,000
SNAP icon
335
Snap
SNAP
$13.1B
$17.4K 0.01%
+2,000
VONV icon
336
Vanguard Russell 1000 Value ETF
VONV
$13.7B
$17K 0.01%
200
TEVA icon
337
Teva Pharmaceuticals
TEVA
$21.8B
$16.8K 0.01%
1,000
MDYV icon
338
SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.43B
$16.7K 0.01%
210
SFL icon
339
SFL Corp
SFL
$929M
$16.7K 0.01%
2,000
VOE icon
340
Vanguard Mid-Cap Value ETF
VOE
$19.1B
$16.4K 0.01%
100
JD icon
341
JD.com
JD
$46B
$16.3K 0.01%
500
GXO icon
342
GXO Logistics
GXO
$6.31B
$16.3K 0.01%
335
SWKS icon
343
Skyworks Solutions
SWKS
$11.3B
$16.1K 0.01%
216
DVN icon
344
Devon Energy
DVN
$20.6B
$15.9K 0.01%
500
HEAL
345
Global X Funds Global X HealthTech ETF
HEAL
$51.4M
$15.3K 0.01%
467
DEI icon
346
Douglas Emmett
DEI
$2.21B
$15K 0.01%
1,000
EFAV icon
347
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.42B
$14.9K 0.01%
177
TAP icon
348
Molson Coors Class B
TAP
$9.2B
$14.4K 0.01%
300
ICLN icon
349
iShares Global Clean Energy ETF
ICLN
$1.75B
$14.2K 0.01%
1,080
SHEL icon
350
Shell
SHEL
$215B
$14.1K 0.01%
200