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
401
$6.96K 0.01%
+3,500
402
$6.96K 0.01%
+50
403
$6.83K ﹤0.01%
+100
404
$6.81K ﹤0.01%
+100
405
$6.52K ﹤0.01%
+131
406
$6.09K ﹤0.01%
+120
407
$5.96K ﹤0.01%
+100
408
$5.75K ﹤0.01%
+50
409
$5.68K ﹤0.01%
+1,300
410
$5.63K ﹤0.01%
+200
411
$4.86K ﹤0.01%
+20
412
$4.83K ﹤0.01%
+300
413
$4.81K ﹤0.01%
+500
414
$4.76K ﹤0.01%
+1,000
415
$4.57K ﹤0.01%
+100
416
$4.49K ﹤0.01%
+400
417
$4.36K ﹤0.01%
+24
418
$4.33K ﹤0.01%
+400
419
$3.96K ﹤0.01%
+115
420
$3.94K ﹤0.01%
+5,000
421
$3.91K ﹤0.01%
+60
422
$3.79K ﹤0.01%
+200
423
$3.59K ﹤0.01%
+500
424
$3.48K ﹤0.01%
+168
425
$3.45K ﹤0.01%
+3,000
15 16
17
18 19