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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
426
$3.08K ﹤0.01%
250
427
$3K ﹤0.01%
68
428
$2.98K ﹤0.01%
100
429
$2.96K ﹤0.01%
+120
430
$2.9K ﹤0.01%
+200
431
$2.83K ﹤0.01%
500
432
$2.8K ﹤0.01%
400
433
$2.68K ﹤0.01%
+90
434
$2.61K ﹤0.01%
1,000
435
$2.58K ﹤0.01%
25
436
$2.58K ﹤0.01%
100
437
$1.91K ﹤0.01%
250
438
$1.16K ﹤0.01%
210
439
$898 ﹤0.01%
37
440
$865 ﹤0.01%
50
441
$816 ﹤0.01%
15
442
$802 ﹤0.01%
7
443
$762 ﹤0.01%
59
444
$728 ﹤0.01%
20
445
$610 ﹤0.01%
10
446
$566 ﹤0.01%
20
447
$546 ﹤0.01%
50
448
$540 ﹤0.01%
40
449
$449 ﹤0.01%
12
450
$275 ﹤0.01%
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