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
126
$167K 0.12%
500
127
$165K 0.12%
+1,362
128
$165K 0.12%
+1,410
129
$163K 0.12%
+3,813
130
$158K 0.11%
+500
131
$158K 0.11%
+880
132
$156K 0.11%
+916
133
$154K 0.11%
11,500
134
$154K 0.11%
+1,200
135
$145K 0.1%
+1,738
136
$143K 0.1%
+1,993
137
$142K 0.1%
9,400
-700
138
$141K 0.1%
+1,804
139
$140K 0.1%
+330
140
$138K 0.1%
+900
141
$133K 0.09%
+3,349
142
$133K 0.09%
+635
143
$131K 0.09%
+6,305
144
$130K 0.09%
+7,000
145
$128K 0.09%
+1,425
146
$125K 0.09%
+1,000
147
$125K 0.09%
+319
148
$125K 0.09%
+1,175
149
$123K 0.09%
+4,086
150
$122K 0.09%
10,524
4 5
6
7 8