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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
376
$10.6K 0.01%
228
377
$10.4K 0.01%
129
378
$10.4K 0.01%
75
379
$10.2K 0.01%
49
380
$10.1K 0.01%
1,000
381
$10.1K 0.01%
200
382
$9.86K 0.01%
100
383
$9.62K 0.01%
2,000
+700
384
$9.45K 0.01%
750
385
$9.19K 0.01%
83
386
$9.15K 0.01%
800
387
$9.11K 0.01%
65
388
$8.78K 0.01%
199
389
$8.68K 0.01%
100
390
$8.64K 0.01%
50
-135
391
$8.61K 0.01%
254
392
$8.51K 0.01%
+520
393
$8.3K 0.01%
159
394
$7.84K ﹤0.01%
2,025
395
$7.48K ﹤0.01%
50
396
$7.14K ﹤0.01%
150
397
$7.14K ﹤0.01%
100
398
$7.12K ﹤0.01%
50
399
$7.11K ﹤0.01%
20
400
$7.09K ﹤0.01%
136
+1
14 15
16
17 18