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FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$758K
3
+$421K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$378K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$372K

Top Sells

1
+$5.37M
2
+$253K
3
+$224K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$162K

Sector Composition

1 Technology 5.06%
2 Communication Services 4.3%
3 Healthcare 4.08%
4 Financials 3.73%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$579K 0.36%
14,000
52
$577K 0.36%
2,375
53
$571K 0.36%
30,175
-200
54
$545K 0.34%
3,255
55
$531K 0.33%
20,854
-996
56
$519K 0.33%
1,520
57
$517K 0.33%
10,694
58
$512K 0.32%
4,538
+1
59
$504K 0.32%
49,626
+207
60
$503K 0.32%
95,440
+3,964
61
$502K 0.32%
41,998
+691
62
$502K 0.32%
2,706
+1
63
$501K 0.32%
5,110
64
$497K 0.31%
5,589
-55
65
$484K 0.3%
1,088
-1
66
$479K 0.3%
1,451
-162
67
$463K 0.29%
12,389
68
$456K 0.29%
16,693
-196,997
69
$440K 0.28%
33,905
-452
70
$436K 0.27%
3,065
71
$428K 0.27%
4,150
-200
72
$427K 0.27%
1,418
73
$426K 0.27%
+5,060
74
$414K 0.26%
20,300
75
$408K 0.26%
5,100
-145
1 2
3
4 5