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
351
$13.8K 0.01%
400
352
$13.7K 0.01%
150
353
$13.6K 0.01%
170
354
$13.2K 0.01%
137
+1
355
$12.7K 0.01%
285
356
$12.7K 0.01%
3,000
357
$12.6K 0.01%
45
358
$12.3K 0.01%
800
359
$12.2K 0.01%
178
360
$11.5K 0.01%
46
361
$11.4K 0.01%
127
362
$11.3K 0.01%
+50
363
$10.9K 0.01%
100
364
$10.8K 0.01%
459
+3
365
$10.4K 0.01%
228
366
$10.4K 0.01%
1,130
367
$10.4K 0.01%
200
368
$9.94K 0.01%
181
369
$9.73K 0.01%
100
370
$9.7K 0.01%
800
371
$9.68K 0.01%
1,000
372
$9.55K 0.01%
49
373
$9.49K 0.01%
368
+6
374
$9.42K 0.01%
750
375
$8.79K 0.01%
129
13 14
15
16 17