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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
326
$22.5K 0.01%
105
+1
327
$22.4K 0.01%
155
328
$22.1K 0.01%
2,200
+1,200
329
$21.5K 0.01%
333
330
$21.5K 0.01%
71
331
$21.3K 0.01%
300
332
$21.2K 0.01%
1,100
333
$21K 0.01%
635
+7
334
$20.2K 0.01%
1,000
335
$20.2K 0.01%
1,000
336
$19.5K 0.01%
1,500
337
$19.4K 0.01%
379
338
$18.4K 0.01%
5,000
339
$18.3K 0.01%
1,300
340
$18K 0.01%
2,000
341
$18K 0.01%
500
342
$17.9K 0.01%
200
343
$17.7K 0.01%
335
344
$17.5K 0.01%
210
345
$17.5K 0.01%
500
346
$17.5K 0.01%
100
347
$16.8K 0.01%
60
+10
348
$16.7K 0.01%
1,080
349
$16.6K 0.01%
216
350
$16.6K 0.01%
+500
12 13
14
15 16