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
401
$5.31K ﹤0.01%
100
402
$5.08K ﹤0.01%
323
403
$5.02K ﹤0.01%
24
404
$5K ﹤0.01%
50
-300
405
$4.79K ﹤0.01%
201
406
$4.55K ﹤0.01%
1,000
407
$4.51K ﹤0.01%
100
408
$4.5K ﹤0.01%
264
-500
409
$4.47K ﹤0.01%
300
410
$4.47K ﹤0.01%
60
411
$4.28K ﹤0.01%
199
+1
412
$4.24K ﹤0.01%
500
413
$4.19K ﹤0.01%
300
414
$3.97K ﹤0.01%
150
415
$3.86K ﹤0.01%
168
416
$3.28K ﹤0.01%
30
-180
417
$3.09K ﹤0.01%
115
418
$2.79K ﹤0.01%
68
419
$2.75K ﹤0.01%
400
420
$2.57K ﹤0.01%
25
421
$2.55K ﹤0.01%
100
422
$2.12K ﹤0.01%
1,000
423
$1.84K ﹤0.01%
40
424
$1.81K ﹤0.01%
100
425
$1.68K ﹤0.01%
250
15 16
17
18 19