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
76
$371K 0.26%
5,912
-36
77
$364K 0.26%
4,115
+420
78
$351K 0.25%
4,350
79
$343K 0.24%
32,486
-2,495
80
$337K 0.24%
4,814
81
$325K 0.23%
13,850
+843
82
$322K 0.23%
1,175
-75
83
$316K 0.23%
875
84
$313K 0.22%
4,975
+3
85
$306K 0.22%
12,900
86
$298K 0.21%
520
-3
87
$296K 0.21%
17,700
-1,000
88
$294K 0.21%
1,706
+16
89
$291K 0.21%
3,309
90
$289K 0.21%
11,100
91
$287K 0.21%
3,400
92
$279K 0.2%
8,382
93
$276K 0.2%
12,509
-5,066
94
$273K 0.19%
6,703
-500
95
$265K 0.19%
1,403
96
$264K 0.19%
16,449
+104
97
$257K 0.18%
4,500
98
$257K 0.18%
928
-107
99
$251K 0.18%
888
-1
100
$246K 0.18%
+1,800
2 3
4
5 6