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
$159M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Sells

1 +$5.38M
2 +$253K
3 +$246K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$170K

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
XSLV icon
376
Invesco S&P SmallCap Low Volatility ETF
XSLV
$252M
$10.6K 0.01%
228
XEL icon
377
Xcel Energy
XEL
$47.7B
$10.4K 0.01%
129
RBLX icon
378
Roblox
RBLX
$88.7B
$10.4K 0.01%
75
VBR icon
379
Vanguard Small-Cap Value ETF
VBR
$31.3B
$10.2K 0.01%
49
ARI
380
Apollo Commercial Real Estate
ARI
$1.44B
$10.1K 0.01%
1,000
GIS icon
381
General Mills
GIS
$26.2B
$10.1K 0.01%
200
CORP icon
382
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.36B
$9.86K 0.01%
100
NOK icon
383
Nokia
NOK
$29.9B
$9.62K 0.01%
2,000
+700
KIO
384
KKR Income Opportunities Fund
KIO
$482M
$9.45K 0.01%
750
RWL icon
385
Invesco S&P 500 Revenue ETF
RWL
$7B
$9.19K 0.01%
83
EFR
386
Eaton Vance Senior Floating-Rate Fund
EFR
$332M
$9.15K 0.01%
800
BIIB icon
387
Biogen
BIIB
$21.7B
$9.11K 0.01%
65
NUSC icon
388
Nuveen ESG Small-Cap ETF
NUSC
$1.2B
$8.78K 0.01%
199
HACK icon
389
Amplify Cybersecurity ETF
HACK
$2.37B
$8.68K 0.01%
100
DLR icon
390
Digital Realty Trust
DLR
$58.8B
$8.64K 0.01%
50
-135
SPIB icon
391
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$8.61K 0.01%
254
METCB icon
392
Ramaco Resources Class B
METCB
$1B
$8.51K 0.01%
+505
USIG icon
393
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
$8.3K 0.01%
159
WOOF icon
394
Petco
WOOF
$1.03B
$7.84K ﹤0.01%
2,025
MTN icon
395
Vail Resorts
MTN
$5.37B
$7.48K ﹤0.01%
50
PAVE icon
396
Global X US Infrastructure Development ETF
PAVE
$9.5B
$7.14K ﹤0.01%
150
SMTC icon
397
Semtech
SMTC
$5.65B
$7.14K ﹤0.01%
100
DDOG icon
398
Datadog
DDOG
$53.8B
$7.12K ﹤0.01%
50
GLD icon
399
SPDR Gold Trust
GLD
$131B
$7.11K ﹤0.01%
20
RDIV icon
400
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$846M
$7.09K ﹤0.01%
136
+1