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
26
$1.3M 0.93%
25,038
+1,360
27
$1.27M 0.91%
6,420
+5
28
$1.19M 0.85%
10,012
-497
29
$1.14M 0.82%
6,129
-211
30
$989K 0.71%
49,619
+814
31
$975K 0.7%
4,924
-155
32
$944K 0.67%
231,836
+47,605
33
$940K 0.67%
20,933
+148
34
$891K 0.64%
1,556
-250
35
$874K 0.62%
26,637
-5,522
36
$874K 0.62%
7,578
-41
37
$856K 0.61%
60,436
+652
38
$856K 0.61%
1,990
+8
39
$809K 0.58%
6,899
+1
40
$749K 0.54%
1,536
-11
41
$714K 0.51%
4,222
-1,994
42
$712K 0.51%
32,354
+849
43
$661K 0.47%
4,845
+3,100
44
$647K 0.46%
3,067
45
$638K 0.46%
10,716
+498
46
$636K 0.45%
1,102
47
$629K 0.45%
17,075
+2,102
48
$626K 0.45%
47,394
+10,788
49
$620K 0.44%
1,061
50
$615K 0.44%
31,300