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
201
$72.6K 0.05%
3,000
202
$72.6K 0.05%
1,662
+2
203
$72.3K 0.05%
6,400
204
$71.8K 0.05%
581
205
$71.6K 0.05%
3,000
206
$71.2K 0.05%
3,200
207
$69.7K 0.05%
1,000
208
$69K 0.05%
1,000
209
$68.7K 0.05%
1,600
210
$68.7K 0.05%
1,000
211
$68.7K 0.05%
500
212
$68K 0.05%
306
213
$67.8K 0.05%
2,200
214
$64.5K 0.04%
1,500
215
$63.1K 0.04%
604
216
$62.8K 0.04%
1,480
217
$62.2K 0.04%
3,305
-2,900
218
$62K 0.04%
2,900
219
$59.6K 0.04%
4,000
220
$58.5K 0.04%
500
221
$58.3K 0.04%
6,525
222
$58.3K 0.04%
300
223
$57.6K 0.04%
1,000
224
$57.5K 0.04%
600
225
$57.3K 0.04%
5,000
7 8
9
10 11