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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
$90.2M
AUM Growth
-$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.16M
3
+$528K
4
JFR icon
Nuveen Floating Rate Income Fund
JFR
+$244K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$179K

Top Sells

1
+$1.61M
2
+$1.45M
3
+$508K
4
UL icon
Unilever
UL
+$416K
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$273K

Sector Composition

1 Technology 4.67%
2 Consumer Staples 4.12%
3 Communication Services 3.95%
4 Healthcare 3.65%
5 Financials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-30,487
102
– –
-1,200
103
– –
-7,795
104
– –
-5,771
105
– –
-7,496
106
– –
-117,112
107
– –
-30,956
108
– –
-3,960
109
– –
-10,000
110
– –
-5,520
111
– –
-12,000
112
– –
-12,492
113
– –
-6,602
114
– –
-7,099
1 2 3 4
5