FFWM
Future Financial Wealth Management Portfolio holdings
AUM $147M
This Quarter Return
-1.63%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
-$378K (-0.3%)
Cap. Flow
+$2.74M
Cap. Flow % of AUM
2.01%
Top 10 Holdings %Top 10 Hldgs %
40.42%
Holding
462
New
13
Increased
85
Reduced
57
Closed
12
Top Buys
| 1 | $2.09M | |
| 2 | $1.9M | |
| 3 | $1.78M | |
| 4 | $1.74M | |
| 5 | $1.71M |
Top Sells
| 1 | $3.59M | |
| 2 | $1.91M | |
| 3 | $1.89M | |
| 4 | $1.75M | |
| 5 | $661K |
Sector Composition
| 1 | Technology | 4.45% |
| 2 | Healthcare | 4.35% |
| 3 | Consumer Staples | 4.3% |
| 4 | Financials | 3.99% |
| 5 | Communication Services | 3.85% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $55.7K | 0.04% | 500 | – | – | |||
| $55.4K | 0.04% | 1,102 | – | – | |||
| $54.7K | 0.04% | 678 +1 | +0.2% | +$81 | |||
| $54.6K | 0.04% | 500 +4 | +0.8% | +$437 | |||
| $53.7K | 0.04% | 5,000 | – | – | |||
| $53.4K | 0.04% | 1,000 | – | – | |||
| $52.9K | 0.04% | 400 | – | – | |||
| $52.8K | 0.04% | 486 | – | – | |||
| $52.2K | 0.04% | 500 | – | – | |||
| $51.6K | 0.04% | 10,000 | – | – | |||
| $51.6K | 0.04% | 2,541 +376 | +17% | +$7.63K | |||
| $51.5K | 0.04% | 2,115 +10 | +0.5% | +$243 | |||
| $49.7K | 0.04% | 1,000 | – | – | |||
| $49.6K | 0.04% | 553 -50 | -8% | -$4.49K | |||
| $49.4K | 0.04% | 300 | – | – | |||
| $48.9K | 0.04% | 10,000 | – | – | |||
| $48.5K | 0.04% | 100 | – | – | |||
| $47K | 0.03% | 1,000 | – | – | |||
| $46.9K | 0.03% | 100 | – | – | |||
| $45.9K | 0.03% | 300 | – | – | |||
| $45.8K | 0.03% | 3,500 | – | – | |||
| $45.8K | 0.03% | 1,000 | – | – | |||
| $45.7K | 0.03% | 2,000 | – | – | |||
| $45.6K | 0.03% | 1,000 | – | – | |||
| $45.3K | 0.03% | 300 | – | – |
