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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
176
$96K 0.06%
4,200
177
$95.2K 0.06%
1,858
178
$94.5K 0.06%
2,036
-300
179
$93.5K 0.06%
723
180
$92.3K 0.06%
1,500
181
$92.1K 0.06%
494
182
$90.5K 0.06%
1,000
183
$90K 0.06%
1,627
184
$88.8K 0.06%
38
-9
185
$87.8K 0.06%
2,700
186
$87.5K 0.06%
2,105
187
$86.7K 0.05%
3,000
188
$85.5K 0.05%
+1,000
189
$84.5K 0.05%
5,000
190
$84.1K 0.05%
3,900
191
$82.1K 0.05%
414
192
$82K 0.05%
1,000
193
$82K 0.05%
10,000
194
$81.3K 0.05%
3,492
195
$80.7K 0.05%
5,000
196
$80.3K 0.05%
1,210
+4
197
$80K 0.05%
850
198
$79.7K 0.05%
2,550
-100
199
$79.2K 0.05%
1,470
200
$78.5K 0.05%
500
6 7
8
9 10