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
101
$243K 0.17%
2,452
102
$230K 0.16%
+3,000
103
$228K 0.16%
+6,864
104
$227K 0.16%
1,600
105
$227K 0.16%
5,300
106
$223K 0.16%
16,000
107
$223K 0.16%
+550
108
$220K 0.16%
9,720
-15
109
$219K 0.16%
+4,122
110
$219K 0.16%
16,850
111
$219K 0.16%
1,285
112
$217K 0.16%
2,261
+205
113
$201K 0.14%
+2,198
114
$201K 0.14%
+3,500
115
$192K 0.14%
+3,758
116
$192K 0.14%
17,000
117
$191K 0.14%
+550
118
$189K 0.13%
503
-80
119
$188K 0.13%
+400
120
$187K 0.13%
3,700
121
$184K 0.13%
+2,200
122
$182K 0.13%
+3,080
123
$178K 0.13%
+6,130
124
$173K 0.12%
+6,270
125
$167K 0.12%
+6,274