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
$137M
AUM Growth
-$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$448K
3
+$422K
4
TSPA icon
T. Rowe Price US Equity Research ETF
TSPA
+$255K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$246K

Top Sells

1
+$510K
2
+$453K
3
+$253K
4
VVR icon
Invesco Senior Income Trust
VVR
+$248K
5
FRA icon
BlackRock Floating Rate Income Strategies Fund
FRA
+$232K

Sector Composition

1 Technology 4.82%
2 Consumer Staples 4.2%
3 Financials 4.15%
4 Communication Services 4.03%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$83.2K 0.06%
1,627
177
$83.1K 0.06%
2,650
-3,480
178
$82.2K 0.06%
700
179
$82.1K 0.06%
3,900
180
$81.9K 0.06%
500
181
$81.7K 0.06%
3,000
182
$81.4K 0.06%
10,000
183
$81.2K 0.06%
6,525
-3,999
184
$81K 0.06%
3,500
185
$80.6K 0.06%
245
-50
186
$80.5K 0.06%
2,336
+1
187
$80K 0.06%
5,150
-1,700
188
$79.9K 0.06%
47
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189
$79K 0.06%
5,000
190
$78.6K 0.06%
10,000
191
$77.9K 0.06%
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192
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900
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193
$76.2K 0.06%
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194
$75.6K 0.06%
6,400
195
$75.5K 0.06%
306
196
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197
$74.8K 0.05%
1,202
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198
$74.8K 0.05%
3,000
-2,000
199
$72.6K 0.05%
581
200
$71.8K 0.05%
3,000
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