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
51
$602K 0.43%
3,718
+1
52
$569K 0.41%
56,561
+2,417
53
$544K 0.39%
1,304
54
$529K 0.38%
2,394
+3
55
$525K 0.37%
13,394
+1,100
56
$521K 0.37%
4,290
+189
57
$519K 0.37%
25,623
+1,106
58
$518K 0.37%
11,319
-9
59
$500K 0.36%
6,009
+41
60
$498K 0.36%
133,630
+7,382
61
$496K 0.35%
14,000
-100
62
$486K 0.35%
46,265
+2,823
63
$447K 0.32%
972
64
$440K 0.31%
5,542
-31,590
65
$432K 0.31%
1,570
66
$424K 0.3%
3,501
67
$415K 0.3%
19,800
68
$414K 0.3%
3,065
69
$398K 0.28%
9,716
70
$388K 0.28%
7,800
71
$387K 0.28%
13,380
-997
72
$383K 0.27%
3,934
+294
73
$377K 0.27%
2,275
-500
74
$376K 0.27%
5,000
+500
75
$373K 0.27%
15,746
+964