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
376
$11.7K 0.01%
+45
377
$11.6K 0.01%
+120
378
$11.5K 0.01%
+70
379
$11.1K 0.01%
+175
380
$11K 0.01%
+228
381
$10.6K 0.01%
+500
382
$10.4K 0.01%
+2,000
383
$10.2K 0.01%
+800
384
$10K 0.01%
+50
385
$9.96K 0.01%
+120
386
$9.84K 0.01%
+49
387
$9.62K 0.01%
+1,130
388
$9.38K 0.01%
+181
389
$9.21K 0.01%
+2,025
390
$9.16K 0.01%
+327
391
$8.85K 0.01%
+215
392
$8.74K 0.01%
+150
393
$8.56K 0.01%
+254
394
$8.53K 0.01%
+199
395
$8.52K 0.01%
+400
396
$8.42K 0.01%
+129
397
$8.36K 0.01%
+159
398
$8.14K 0.01%
+83
399
$8.02K 0.01%
+95
400
$7.19K 0.01%
+1,250