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
376
$8.66K 0.01%
83
377
$8.65K 0.01%
500
378
$8.64K 0.01%
100
379
$8.53K 0.01%
254
380
$8.18K 0.01%
159
381
$8.16K 0.01%
65
382
$8.11K 0.01%
199
383
$7.89K 0.01%
75
-200
384
$7.86K 0.01%
+50
385
$7.34K 0.01%
500
386
$7.25K ﹤0.01%
3,500
387
$7.2K ﹤0.01%
50
388
$6.73K ﹤0.01%
1,300
389
$6.72K ﹤0.01%
50
390
$6.54K ﹤0.01%
150
391
$6.49K ﹤0.01%
1,000
392
$6.44K ﹤0.01%
135
+2
393
$6.32K ﹤0.01%
400
394
$6.1K ﹤0.01%
20
395
$6.08K ﹤0.01%
120
396
$5.93K ﹤0.01%
100
-50
397
$5.82K ﹤0.01%
100
398
$5.73K ﹤0.01%
2,025
399
$5.32K ﹤0.01%
100
400
$5.32K ﹤0.01%
+500
14 15
16
17 18