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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
201
$78.3K 0.05%
1,562
-100
202
$78.2K 0.05%
6,000
203
$77.4K 0.05%
5,000
204
$77.1K 0.05%
307
+1
205
$76.8K 0.05%
9,000
206
$75.4K 0.05%
581
207
$75.1K 0.05%
3,300
+100
208
$74.9K 0.05%
6,400
209
$73.2K 0.05%
1,578
+5
210
$73K 0.05%
725
211
$73K 0.05%
2,000
212
$72.9K 0.05%
1,200
+200
213
$72.9K 0.05%
6,400
214
$72.9K 0.05%
1,600
215
$71.8K 0.05%
3,000
216
$71.5K 0.05%
500
217
$71.5K 0.05%
400
218
$71K 0.04%
5,000
+2,000
219
$67.9K 0.04%
2,200
220
$67.1K 0.04%
1,000
221
$66.9K 0.04%
887
-2,197
222
$66.4K 0.04%
3,000
223
$65.9K 0.04%
10,000
224
$65.1K 0.04%
1,480
225
$64.6K 0.04%
6,526
+1
7 8
9
10 11