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
176
$93.9K 0.07%
+1,500
177
$92.4K 0.07%
+5,000
178
$91.6K 0.07%
+2,335
179
$91.2K 0.07%
+600
180
$90.9K 0.06%
+2,895
181
$90.4K 0.06%
+3,900
182
$87.9K 0.06%
+2,105
183
$87.6K 0.06%
+1,200
184
$87.5K 0.06%
+300
185
$86.2K 0.06%
+494
186
$86.2K 0.06%
+4,200
187
$86.2K 0.06%
+500
188
$86K 0.06%
+1,627
189
$84.5K 0.06%
+542
190
$84.3K 0.06%
+5,000
191
$83.8K 0.06%
+700
192
$82.9K 0.06%
+554
193
$82.9K 0.06%
+306
194
$82.6K 0.06%
+3,000
195
$80.7K 0.06%
10,000
-2,000
196
$79.2K 0.06%
+6,400
197
$78.5K 0.06%
+5,000
198
$78.4K 0.06%
+3,500
199
$78.2K 0.06%
+727
200
$78K 0.06%
+6,000
6 7
8
9 10