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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
401
$6.88K ﹤0.01%
300
+150
402
$6.65K ﹤0.01%
50
403
$6.19K ﹤0.01%
100
404
$6.14K ﹤0.01%
300
405
$6.09K ﹤0.01%
120
406
$5.89K ﹤0.01%
+200
407
$5.83K ﹤0.01%
1,000
408
$5.66K ﹤0.01%
101
+1
409
$5.47K ﹤0.01%
100
410
$5.44K ﹤0.01%
264
411
$5.23K ﹤0.01%
100
412
$4.97K ﹤0.01%
323
413
$4.83K ﹤0.01%
1,000
414
$4.81K ﹤0.01%
24
415
$4.81K ﹤0.01%
201
416
$4.68K ﹤0.01%
+156
417
$4.58K ﹤0.01%
50
418
$4.43K ﹤0.01%
199
419
$4.41K ﹤0.01%
3,500
420
$4.29K ﹤0.01%
500
421
$4.14K ﹤0.01%
168
422
$4.05K ﹤0.01%
300
423
$3.56K ﹤0.01%
30
424
$3.53K ﹤0.01%
115
425
$3.51K ﹤0.01%
100
-400
15 16
17
18 19