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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
351
$15.6K 0.01%
1,000
352
$15.4K 0.01%
2,000
353
$15.1K 0.01%
170
354
$15.1K 0.01%
2,000
355
$15K 0.01%
177
356
$14.9K 0.01%
466
-1
357
$14.8K 0.01%
3,000
358
$14.7K 0.01%
400
359
$14.3K 0.01%
200
360
$14.2K 0.01%
138
+1
361
$13.6K 0.01%
300
362
$13.4K 0.01%
+192
363
$13.3K 0.01%
45
364
$13.2K 0.01%
175
-125
365
$12.9K 0.01%
462
+3
366
$12.8K 0.01%
285
367
$12.8K 0.01%
1,400
+270
368
$12.7K 0.01%
150
369
$12.4K 0.01%
800
370
$12.1K 0.01%
47
+1
371
$12K 0.01%
127
372
$12K 0.01%
100
373
$11.9K 0.01%
178
374
$11.4K 0.01%
1,000
-500
375
$10.8K 0.01%
181
13 14
15
16 17