FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$155M
1-Year Est. Return
13%
This Fund
S&P 500
1 Year Est. Return
+13%
AUM
$155M
AUM Growth
+$6.53M
(+4.4%)
Holding
133
Top Buys
| 1 | +$2.47M | |
| 2 | +$2.46M | |
| 3 | +$935K | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$731K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$729K |
Top Sells
| 1 | +$2.17M | |
| 2 | +$2.11M | |
| 3 | +$290K | |
| 4 |
Aptiv
APTV
|
+$232K |
| 5 |
Truist Financial
TFC
|
+$231K |
Sector Composition
| 1 | Communication Services | 4.73% |
| 2 | Technology | 4.44% |
| 3 | Healthcare | 3.74% |
| 4 | Consumer Staples | 3.14% |
| 5 | Consumer Discretionary | 2.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Immuneering
IMRX
$276M
| $104K | 0.07% |
18,000
|
|
||
127
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
| $79.3K | 0.05% |
10,000
|
|
||
|
IGR
128
CBRE Global Real Estate Income Fund
IGR
$687M
| $47.6K | 0.03% |
10,000
|
|
||
|
129
Aptiv
APTV
$14.5B
| – | – |
-3,000
|
|
||
130
Cigna
CI
$76.6B
| – | – |
-800
|
|
||
131
iShares Bitcoin Trust
IBIT
$47.9B
| – | – |
-4,000
|
|
||
132
LyondellBasell Industries
LYB
$20.8B
| – | – |
-4,400
|
|
||
|
133
Truist Financial
TFC
$61.3B
| – | – |
-4,700
|
|