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
176
$85.8K 0.06%
1,625
177
$85.3K 0.06%
1,206
+4
178
$85.2K 0.06%
1,627
179
$84.7K 0.06%
850
180
$84.4K 0.06%
3,000
181
$84.3K 0.06%
500
182
$84K 0.06%
500
183
$82.7K 0.06%
1,000
184
$82.5K 0.06%
3,900
185
$82.2K 0.06%
2,650
186
$81.5K 0.06%
5,000
187
$80.8K 0.06%
1,000
188
$80.6K 0.05%
1,400
189
$80.2K 0.05%
10,000
190
$77.3K 0.05%
3,500
191
$77.2K 0.05%
3,492
-16
192
$77K 0.05%
1,470
193
$77K 0.05%
9,000
194
$76.7K 0.05%
6,400
195
$75.7K 0.05%
6,000
196
$75.3K 0.05%
5,000
197
$74.3K 0.05%
1,000
198
$74.3K 0.05%
2,700
199
$73.7K 0.05%
1,573
+5
200
$72.9K 0.05%
725
-300
6 7
8
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