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
$137M
AUM Growth
-$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$448K
3
+$422K
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$255K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$246K

Top Sells

1
+$510K
2
+$453K
3
+$253K
4
VVR icon
Invesco Senior Income Trust
VVR
+$248K
5
FRA icon
BlackRock Floating Rate Income Strategies Fund
FRA
+$232K

Sector Composition

1 Technology 4.82%
2 Consumer Staples 4.2%
3 Financials 4.15%
4 Communication Services 4.03%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12.8K 0.01%
200
352
$12.6K 0.01%
+127
353
$12.5K 0.01%
200
354
$12.5K 0.01%
177
355
$12.4K 0.01%
800
356
$12.3K 0.01%
1,080
-1,004
357
$11.7K 0.01%
46
358
$11.4K 0.01%
45
359
$11.3K 0.01%
200
360
$11.2K 0.01%
50
361
$11.1K 0.01%
285
362
$11K 0.01%
764
-2,000
363
$11K 0.01%
357
+4
364
$10.8K 0.01%
228
365
$10.2K 0.01%
800
366
$10.2K 0.01%
1,130
367
$10.1K 0.01%
120
368
$10K 0.01%
750
-700
369
$9.94K 0.01%
65
370
$9.71K 0.01%
49
371
$9.67K 0.01%
181
372
$9.43K 0.01%
120
373
$8.86K 0.01%
150
374
$8.71K 0.01%
129
375
$8.69K 0.01%
215
13 14
15
16 17