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
426
$3.35K ﹤0.01%
+50
427
$3.25K ﹤0.01%
+300
428
$3.16K ﹤0.01%
+45
429
$3.12K ﹤0.01%
+50
430
$2.82K ﹤0.01%
+100
431
$2.75K ﹤0.01%
+300
432
$2.7K ﹤0.01%
+33
433
$2.59K ﹤0.01%
+300
434
$2.56K ﹤0.01%
+1,000
435
$2.53K ﹤0.01%
+25
436
$2.27K ﹤0.01%
+200
437
$1.81K ﹤0.01%
50
-42,314
438
$1.67K ﹤0.01%
+250
439
$1.39K ﹤0.01%
+25
440
$1.37K ﹤0.01%
+50
441
$1.32K ﹤0.01%
+59
442
$1.22K ﹤0.01%
+40
443
$1.13K ﹤0.01%
+22
444
$1.09K ﹤0.01%
+10
445
$995 ﹤0.01%
+10
446
$880 ﹤0.01%
+500
447
$870 ﹤0.01%
+7
448
$858 ﹤0.01%
+37
449
$835 ﹤0.01%
+20
450
$766 ﹤0.01%
+15
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