Portfolio (Quarterly)
Guide ↗
Future Financial Wealth Managment LLC
· CIK 0001801892| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 13,689.0 | $324K | 0.21% | +300.0 | +2.2% | $23.64 | +1.6% |
| 22 | XLG | INVESCO EXCHANGE TRADED FD T | — | 5,224.0 | $310K | 0.20% | +648.0 | +14.2% | $59.25 | +6.4% |
| 23 | UTF | COHEN & STEERS INFRASTRUCTUR | Financial Services | 10,000.0 | $264K | 0.17% | +400.0 | +4.2% | $26.37 | +1.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
29.8%
Technology
15.2%
Healthcare
12.8%
Consumer Defensive
10.8%
Consumer Cyclical
8.2%
Communication Services
7.8%
Real Estate
6.2%
Industrials
4.5%
Energy
2.8%
Utilities
1.8%