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
151
$122K 0.09%
+805
152
$120K 0.09%
10,000
153
$120K 0.09%
10,000
154
$119K 0.09%
+1,185
155
$119K 0.09%
+1,450
156
$119K 0.09%
+1,000
157
$119K 0.08%
+15,110
158
$119K 0.08%
+1,000
159
$117K 0.08%
+449
160
$117K 0.08%
+2,220
161
$112K 0.08%
+6,850
162
$112K 0.08%
+1,875
163
$108K 0.08%
+953
164
$105K 0.07%
+1,000
165
$105K 0.07%
+4,000
166
$104K 0.07%
+1,000
167
$104K 0.07%
+1,974
168
$103K 0.07%
+498
169
$103K 0.07%
+3,500
170
$99K 0.07%
+200
171
$98.5K 0.07%
+48
172
$98.2K 0.07%
+350
173
$96.5K 0.07%
+1,163
174
$95K 0.07%
+5,000
175
$93.9K 0.07%
10,000