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
201
$77.1K 0.06%
+8,602
202
$76.6K 0.05%
+1,000
203
$76.2K 0.05%
+1,561
204
$75.2K 0.05%
+295
205
$74K 0.05%
+500
206
$73.5K 0.05%
10,000
207
$73K 0.05%
+1,600
208
$73K 0.05%
+5,500
209
$72.6K 0.05%
+6,400
210
$72.4K 0.05%
+425
211
$72.1K 0.05%
+3,508
212
$71.8K 0.05%
+581
213
$71.1K 0.05%
+1,375
214
$70.3K 0.05%
+1,400
215
$70K 0.05%
+1,600
216
$69.5K 0.05%
1,335
-3,000
217
$67.9K 0.05%
+2,200
218
$67.6K 0.05%
+1,480
219
$66.6K 0.05%
+1,470
220
$66.3K 0.05%
+1,000
221
$65.7K 0.05%
10,000
222
$65.6K 0.05%
+604
223
$65.1K 0.05%
+3,000
224
$64.5K 0.05%
+360
225
$63.9K 0.05%
+434
7 8
9
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