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
$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
V icon
51
Visa
V
$670B
$540K 0.37%
1,520
BST icon
52
BlackRock Science and Technology Trust
BST
$1.44B
$534K 0.36%
14,000
DKNG icon
53
DraftKings
DKNG
$17.2B
$531K 0.36%
12,389
-1,004
PFE icon
54
Pfizer
PFE
$141B
$530K 0.36%
21,850
+388
EVV
55
Eaton Vance Limited Duration Income Fund
EVV
$1.17B
$507K 0.35%
49,419
+1,582
JQC icon
56
Nuveen Credit Strategies Income Fund
JQC
$752M
$493K 0.34%
+91,476
XOM icon
57
Exxon Mobil
XOM
$489B
$489K 0.33%
4,537
-3
USB icon
58
US Bancorp
USB
$73.6B
$484K 0.33%
10,694
UBER icon
59
Uber
UBER
$192B
$477K 0.32%
5,110
RTX icon
60
RTX Corp
RTX
$238B
$475K 0.32%
3,255
-100
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.06T
$474K 0.32%
976
+4
DGRW icon
62
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$473K 0.32%
5,644
+1
UNH icon
63
UnitedHealth
UNH
$327B
$464K 0.32%
1,486
+925
FRA icon
64
BlackRock Floating Rate Income Strategies Fund
FRA
$442M
$451K 0.31%
34,357
+1,403
F icon
65
Ford
F
$49.5B
$448K 0.31%
41,307
+6,463
ARCC icon
66
Ares Capital
ARCC
$14.1B
$446K 0.3%
20,300
AVGO icon
67
Broadcom
AVGO
$1.61T
$445K 0.3%
1,613
+59
WMT icon
68
Walmart
WMT
$854B
$425K 0.29%
4,350
GOOGL icon
69
Alphabet (Google) Class A
GOOGL
$3.04T
$419K 0.29%
2,375
VCSH icon
70
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$417K 0.28%
5,245
-3
JNJ icon
71
Johnson & Johnson
JNJ
$465B
$413K 0.28%
2,705
+1
DVY icon
72
iShares Select Dividend ETF
DVY
$20.8B
$407K 0.28%
3,065
LYB icon
73
LyondellBasell Industries
LYB
$14.5B
$388K 0.26%
6,700
+3,250
VNQ icon
74
Vanguard Real Estate ETF
VNQ
$34.5B
$368K 0.25%
4,137
+60
GE icon
75
GE Aerospace
GE
$316B
$365K 0.25%
1,418
+1
1 2
3
4 5