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
QS icon
426
QuantumScape
QS
$6.51B
$3.08K ﹤0.01%
250
XLU icon
427
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$3K ﹤0.01%
34
ETHW
428
Bitwise Ethereum ETF
ETHW
$336M
$2.98K ﹤0.01%
100
QBTS icon
429
D-Wave Quantum
QBTS
$8.48B
$2.96K ﹤0.01%
+120
CLSK icon
430
CleanSpark
CLSK
$3.04B
$2.9K ﹤0.01%
+200
BIRD icon
431
Allbirds
BIRD
$34.9M
$2.83K ﹤0.01%
500
AHH
432
Armada Hoffler Properties
AHH
$559M
$2.8K ﹤0.01%
400
RGTI icon
433
Rigetti Computing
RGTI
$7.77B
$2.68K ﹤0.01%
+90
CNTY icon
434
Century Casinos
CNTY
$39.2M
$2.61K ﹤0.01%
1,000
STIP icon
435
iShares 0-5 Year TIPS Bond ETF
STIP
$12.8B
$2.58K ﹤0.01%
25
BEP icon
436
Brookfield Renewable
BEP
$7.85B
$2.58K ﹤0.01%
100
NIO icon
437
NIO
NIO
$12.6B
$1.91K ﹤0.01%
250
RBOT icon
438
Vicarious Surgical
RBOT
$16.7M
$1.16K ﹤0.01%
210
MATW icon
439
Matthews International
MATW
$827M
$898 ﹤0.01%
37
TLRY icon
440
Tilray
TLRY
$1.27B
$865 ﹤0.01%
500
QQQH
441
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$349M
$816 ﹤0.01%
15
SJM icon
442
J.M. Smucker
SJM
$10.8B
$802 ﹤0.01%
7
PSFE icon
443
Paysafe
PSFE
$470M
$762 ﹤0.01%
59
GSAT icon
444
Globalstar
GSAT
$8.76B
$728 ﹤0.01%
20
GM icon
445
General Motors
GM
$76.5B
$610 ﹤0.01%
10
DRIV icon
446
Global X Autonomous & Electric Vehicles ETF
DRIV
$336M
$566 ﹤0.01%
20
CHPT icon
447
ChargePoint
CHPT
$187M
$546 ﹤0.01%
50
QVCGA
448
QVC Group Inc Series A
QVCGA
$95.3M
$540 ﹤0.01%
40
MJ icon
449
Amplify Alternative Harvest ETF
MJ
$179M
$449 ﹤0.01%
12
CHTR icon
450
Charter Communications
CHTR
$27.1B
$275 ﹤0.01%
1