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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
$159M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$758K
3
+$421K
4
PFFA icon
Virtus InfraCap US Preferred Stock ETF
PFFA
+$378K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$372K

Top Sells

1
+$5.37M
2
+$253K
3
+$224K
4
ASTS icon
AST SpaceMobile
ASTS
+$187K
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$162K

Sector Composition

1 Technology 5.06%
2 Communication Services 4.3%
3 Healthcare 4.08%
4 Financials 3.73%
5 Consumer Staples 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$176K 0.11%
5,382
127
$172K 0.11%
350
128
$171K 0.11%
1,000
129
$170K 0.11%
1,785
+37
130
$169K 0.11%
6,500
131
$167K 0.11%
9,415
-2,000
132
$167K 0.11%
880
133
$166K 0.1%
3,000
+2,000
134
$161K 0.1%
5,999
-28
135
$159K 0.1%
200
136
$159K 0.1%
1,000
137
$159K 0.1%
550
138
$156K 0.1%
600
139
$153K 0.1%
330
140
$152K 0.1%
8,000
+1,000
141
$152K 0.1%
3,419
+301
142
$152K 0.1%
1,500
143
$151K 0.1%
700
144
$151K 0.09%
245
145
$145K 0.09%
11,800
146
$145K 0.09%
300
147
$143K 0.09%
8,347
+108
148
$141K 0.09%
635
149
$136K 0.09%
9,400
150
$134K 0.08%
7,000
+5,500
4 5
6
7 8