FFWM

Future Financial Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.66M
3
+$1.39M
4
EMO
ClearBridge Energy Midstream Opportunity Fund
EMO
+$778K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$628K

Top Sells

1
+$2.05M
2
+$1.25M
3
+$1.25M
4
AMLP icon
Alerian MLP ETF
AMLP
+$723K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$559K

Sector Composition

1 Technology 4.81%
2 Healthcare 4.04%
3 Communication Services 4.02%
4 Financials 3.97%
5 Consumer Staples 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.74%
55,349
+1,007
27
$1.04M 0.71%
48,045
+160
28
$996K 0.68%
23,018
+321
29
$968K 0.66%
1,945
-48
30
$947K 0.65%
26,170
+470
31
$866K 0.59%
2,986
+4
32
$864K 0.59%
8,420
+4
33
$859K 0.59%
4,198
+12
34
$810K 0.55%
65,086
+1,588
35
$800K 0.55%
1,451
+5
36
$778K 0.53%
+16,221
37
$732K 0.5%
6,205
+26
38
$708K 0.48%
2,400
+2
39
$705K 0.48%
24,359
+33
40
$690K 0.47%
181,570
+11,853
41
$687K 0.47%
1,107
+5
42
$684K 0.47%
6,775
43
$659K 0.45%
4,172
+177
44
$655K 0.45%
12,039
+11,539
45
$655K 0.45%
4,072
+7
46
$648K 0.44%
16,170
-5,901
47
$639K 0.44%
133,102
+123,102
48
$629K 0.43%
12,520
-1,500
49
$616K 0.42%
32,470
+1,163
50
$555K 0.38%
30,375
-175
1
2
3 4 5