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
51
$540K 0.37%
1,520
52
$534K 0.36%
14,000
53
$531K 0.36%
12,389
-1,004
54
$530K 0.36%
21,850
+388
55
$507K 0.35%
49,419
+1,582
56
$493K 0.34%
+91,476
57
$489K 0.33%
4,537
-3
58
$484K 0.33%
10,694
59
$477K 0.32%
5,110
60
$475K 0.32%
3,255
-100
61
$474K 0.32%
976
+4
62
$473K 0.32%
5,644
+1
63
$464K 0.32%
1,486
+925
64
$451K 0.31%
34,357
+1,403
65
$448K 0.31%
41,307
+6,463
66
$446K 0.3%
20,300
67
$445K 0.3%
1,613
+59
68
$425K 0.29%
4,350
69
$419K 0.29%
2,375
70
$417K 0.28%
5,245
-3
71
$413K 0.28%
2,705
+1
72
$407K 0.28%
3,065
73
$388K 0.26%
6,700
+3,250
74
$368K 0.25%
4,137
+60
75
$365K 0.25%
1,418
+1
1 2
3
4 5