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
$137M
AUM Growth
-$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$448K
3
+$422K
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$255K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$246K

Top Sells

1
+$510K
2
+$453K
3
+$253K
4
VVR icon
Invesco Senior Income Trust
VVR
+$248K
5
FRA icon
BlackRock Floating Rate Income Strategies Fund
FRA
+$232K

Sector Composition

1 Technology 4.82%
2 Consumer Staples 4.2%
3 Financials 4.15%
4 Communication Services 4.03%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4.55K ﹤0.01%
24
402
$4.26K ﹤0.01%
168
403
$4.12K ﹤0.01%
300
404
$4.09K ﹤0.01%
400
405
$4.04K ﹤0.01%
500
406
$3.82K ﹤0.01%
201
+1
407
$3.72K ﹤0.01%
60
408
$3.65K ﹤0.01%
1,000
409
$3.24K ﹤0.01%
1,000
410
$3.08K ﹤0.01%
115
411
$2.98K ﹤0.01%
300
412
$2.76K ﹤0.01%
210
+144
413
$2.55K ﹤0.01%
34
+1
414
$2.52K ﹤0.01%
25
415
$2.28K ﹤0.01%
100
416
$1.88K ﹤0.01%
200
417
$1.76K ﹤0.01%
5,000
418
$1.32K ﹤0.01%
25
419
$1.3K ﹤0.01%
250
-1,000
420
$1.26K ﹤0.01%
10
421
$1.14K ﹤0.01%
22
422
$1.09K ﹤0.01%
250
423
$1.07K ﹤0.01%
50
424
$1.02K ﹤0.01%
37
425
$1.01K ﹤0.01%
59
15 16
17
18 19