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
DOW icon
401
Dow Inc
DOW
$16.7B
$6.88K ﹤0.01%
300
+150
MIDD icon
402
Middleby
MIDD
$7.42B
$6.65K ﹤0.01%
50
FV icon
403
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
$6.19K ﹤0.01%
100
RSI icon
404
Rush Street Interactive
RSI
$1.86B
$6.14K ﹤0.01%
300
ICSH icon
405
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.73B
$6.09K ﹤0.01%
120
ETD icon
406
Ethan Allen Interiors
ETD
$634M
$5.89K ﹤0.01%
+200
ILPT
407
Industrial Logistics Properties Trust
ILPT
$378M
$5.83K ﹤0.01%
1,000
PAWZ icon
408
ProShares Pet Care ETF
PAWZ
$49.3M
$5.66K ﹤0.01%
101
+1
EXAS icon
409
Exact Sciences
EXAS
$19.3B
$5.47K ﹤0.01%
100
METV icon
410
Roundhill Ball Metaverse ETF
METV
$283M
$5.44K ﹤0.01%
264
IHAK icon
411
iShares Cybersecurity and Tech ETF
IHAK
$859M
$5.23K ﹤0.01%
100
RXO icon
412
RXO
RXO
$2.46B
$4.97K ﹤0.01%
323
UA icon
413
Under Armour Class C
UA
$1.75B
$4.83K ﹤0.01%
1,000
WAB icon
414
Wabtec
WAB
$36.8B
$4.81K ﹤0.01%
24
BETZ icon
415
Roundhill Sports Betting & iGaming ETF
BETZ
$65.4M
$4.81K ﹤0.01%
201
KD icon
416
Kyndryl
KD
$6.07B
$4.68K ﹤0.01%
+156
OKTA icon
417
Okta
OKTA
$15.6B
$4.58K ﹤0.01%
50
AWAY icon
418
Amplify Travel Tech ETF
AWAY
$34.7M
$4.43K ﹤0.01%
199
HRTX icon
419
Heron Therapeutics
HRTX
$257M
$4.41K ﹤0.01%
3,500
GOGO icon
420
Gogo Inc
GOGO
$657M
$4.29K ﹤0.01%
500
JETS icon
421
US Global Jets ETF
JETS
$832M
$4.14K ﹤0.01%
168
KRP icon
422
Kimbell Royalty Partners
KRP
$1.1B
$4.05K ﹤0.01%
300
IJR icon
423
iShares Core S&P Small-Cap ETF
IJR
$90.4B
$3.56K ﹤0.01%
30
HASI icon
424
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.13B
$3.53K ﹤0.01%
115
DVN icon
425
Devon Energy
DVN
$22.7B
$3.51K ﹤0.01%
100
-400