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
$125M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.06M
3
+$896K
4
AMZN icon
Amazon
AMZN
+$426K
5
ADM icon
Archer Daniels Midland
ADM
+$419K

Top Sells

1
+$943K
2
+$906K
3
+$813K
4
INTC icon
Intel
INTC
+$362K
5
QCOM icon
Qualcomm
QCOM
+$309K

Sector Composition

1 Technology 5.55%
2 Healthcare 5.03%
3 Consumer Staples 4.58%
4 Financials 4.36%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$61K 0.05%
+5,000
252
$61K 0.05%
+360
253
$60K 0.05%
+459
254
$57K 0.05%
+500
255
$56K 0.04%
+400
256
$56K 0.04%
+3,500
257
$56K 0.04%
+2,500
258
$55K 0.04%
+4,000
259
$55K 0.04%
+494
260
$55K 0.04%
+625
261
$55K 0.04%
+3,510
262
$55K 0.04%
+1,300
263
$54K 0.04%
+320
264
$54K 0.04%
10,500
265
$54K 0.04%
+1,000
266
$54K 0.04%
+734
267
$54K 0.04%
+900
268
$54K 0.04%
+1,035
269
$52K 0.04%
+2,395
270
$52K 0.04%
+500
271
$51K 0.04%
+300
272
$51K 0.04%
+300
273
$51K 0.04%
+2,050
274
$50K 0.04%
+300
275
$50K 0.04%
+1,333
9 10
11
12 13