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 | |
|---|---|---|---|---|---|---|---|
| $32.6K | 0.02% | 1,650 | – | – | |||
| $32K | 0.02% | 4,000 +1,000 | +33% | +$8.01K | |||
| $32K | 0.02% | 1,000 | – | – | |||
| $31.8K | 0.02% | 215 | – | – | |||
| $31.4K | 0.02% | 470 | – | – | |||
| $31.4K | 0.02% | 2,500 | – | – | |||
| $31K | 0.02% | 2,000 | – | – | |||
| $30.8K | 0.02% | 3,000 | – | – | |||
| $30.3K | 0.02% | +1,500 | New | +$30.3K | |||
| $30.2K | 0.02% | 531 | – | – | |||
| $29.6K | 0.02% | 250 | – | – | |||
| $29.2K | 0.02% | 343 | – | – | |||
| $28.8K | 0.02% | 300 | – | – | |||
| $28.7K | 0.02% | 385 | – | – | |||
| $28.4K | 0.02% | 2,000 | – | – | |||
| $28.3K | 0.02% | 2,000 | – | – | |||
| $27.8K | 0.02% | 2,000 | – | – | |||
| $27.6K | 0.02% | 500 | – | – | |||
| $27.1K | 0.02% | 745 | – | – | |||
| $26.6K | 0.02% | 5,000 | – | – | |||
| $26.5K | 0.02% | 185 | – | – | |||
| $25.9K | 0.02% | 1,000 | – | – | |||
| $25.9K | 0.02% | +500 | New | +$25.9K | |||
| $25.5K | 0.02% | 1,230 | – | – | |||
| $25.4K | 0.02% | 2,000 | – | – |
