FFWM

Future Financial Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.66M
3
+$1.39M
4
EMO
ClearBridge Energy Midstream Opportunity Fund
EMO
+$778K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$628K

Top Sells

1
+$2.05M
2
+$1.25M
3
+$1.25M
4
AMLP icon
Alerian MLP ETF
AMLP
+$723K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$559K

Sector Composition

1 Technology 4.81%
2 Healthcare 4.04%
3 Communication Services 4.02%
4 Financials 3.97%
5 Consumer Staples 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$120K 0.08%
2,540
+2
152
$115K 0.08%
150
153
$112K 0.08%
1,197
-169
154
$110K 0.07%
4,500
155
$109K 0.07%
10,000
156
$108K 0.07%
278
+9
157
$106K 0.07%
741
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158
$105K 0.07%
10,000
159
$104K 0.07%
1,974
160
$103K 0.07%
1,000
161
$103K 0.07%
776
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162
$100K 0.07%
1,600
163
$100K 0.07%
4,200
164
$97.3K 0.07%
2,336
165
$97.3K 0.07%
2,000
-2,500
166
$95.2K 0.06%
1,200
167
$94.9K 0.06%
1,858
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168
$92.9K 0.06%
425
169
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973
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$91.3K 0.06%
723
171
$90.8K 0.06%
390
172
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700
173
$89.6K 0.06%
2,995
+34
174
$87.5K 0.06%
2,105
175
$87.3K 0.06%
494
5 6
7
8 9