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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
151
$133K 0.08%
2,220
152
$131K 0.08%
2,541
+1
153
$130K 0.08%
7,000
154
$129K 0.08%
4,297
+59
155
$128K 0.08%
268
-10
156
$126K 0.08%
1,319
157
$120K 0.08%
425
158
$119K 0.07%
4,500
159
$114K 0.07%
10,000
160
$114K 0.07%
1,197
161
$111K 0.07%
10,000
162
$109K 0.07%
776
163
$107K 0.07%
500
164
$105K 0.07%
150
165
$105K 0.07%
1,974
166
$104K 0.07%
3,027
+32
167
$102K 0.06%
973
168
$101K 0.06%
1,600
169
$100K 0.06%
1,200
170
$98.8K 0.06%
2,000
171
$97.6K 0.06%
1,000
172
$97.1K 0.06%
1,625
173
$97.1K 0.06%
+600
174
$96.5K 0.06%
700
175
$96.1K 0.06%
1,682
+682
5 6
7
8 9