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
351
$17.3K 0.01%
+300
352
$16.8K 0.01%
+100
353
$16.7K 0.01%
+2,000
354
$16.7K 0.01%
+210
355
$16.3K 0.01%
+250
356
$15K 0.01%
+300
357
$14.8K 0.01%
+2,000
358
$14.8K 0.01%
+200
359
$14.8K 0.01%
+170
360
$14.7K 0.01%
+135
361
$14.7K 0.01%
+400
362
$14.6K 0.01%
+150
363
$14.4K 0.01%
+500
364
$14.2K 0.01%
+601
365
$14K 0.01%
+467
366
$13.6K 0.01%
+177
367
$13.3K 0.01%
+500
368
$13.2K 0.01%
+200
369
$13K 0.01%
+200
370
$12.9K 0.01%
+46
371
$12.6K 0.01%
+922
372
$12.6K 0.01%
+65
373
$12.4K 0.01%
+353
374
$12.3K 0.01%
+285
375
$12.1K 0.01%
+800