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
326
$19.8K 0.01%
500
327
$19.3K 0.01%
379
328
$19.1K 0.01%
155
329
$18.8K 0.01%
1,000
330
$18.6K 0.01%
1,500
331
$18.5K 0.01%
1,300
332
$18.4K 0.01%
5,000
-127,846
333
$17.5K 0.01%
2,000
334
$17.4K 0.01%
1,000
335
$17.4K 0.01%
+2,000
336
$17K 0.01%
200
337
$16.8K 0.01%
1,000
338
$16.7K 0.01%
210
339
$16.7K 0.01%
2,000
340
$16.4K 0.01%
100
341
$16.3K 0.01%
500
342
$16.3K 0.01%
335
343
$16.1K 0.01%
216
344
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500
345
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467
346
$15K 0.01%
1,000
347
$14.9K 0.01%
177
348
$14.4K 0.01%
300
349
$14.2K 0.01%
1,080
350
$14.1K 0.01%
200
12 13
14
15 16