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
451
$694 ﹤0.01%
+100
452
$497 ﹤0.01%
+13
453
$470 ﹤0.01%
+20
454
$448 ﹤0.01%
+10
455
$375 ﹤0.01%
+66
456
$372 ﹤0.01%
+20
457
$324 ﹤0.01%
+1
458
$229 ﹤0.01%
+40
459
$214 ﹤0.01%
+20
460
$191 ﹤0.01%
+10
461
$178 ﹤0.01%
+3
462
$82 ﹤0.01%
+14
463
$78 ﹤0.01%
+67
464
$61 ﹤0.01%
+12
465
$43 ﹤0.01%
+4
466
$41 ﹤0.01%
+1
467
$25 ﹤0.01%
+16
468
$11 ﹤0.01%
+100
469
$5 ﹤0.01%
+1
470
– –
-6,800
471
– –
0
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