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
276
$49K 0.04%
+1,000
277
$49K 0.04%
+500
278
$49K 0.04%
+1,934
279
$49K 0.04%
+5,900
280
$48K 0.04%
+1,000
281
$48K 0.04%
+2,000
282
$48K 0.04%
+3,000
283
$47K 0.04%
+400
284
$45K 0.04%
+3,000
285
$45K 0.04%
+895
286
$44K 0.04%
+1,000
287
$44K 0.04%
+500
288
$44K 0.04%
+1,000
289
$43K 0.03%
+1,460
290
$43K 0.03%
+500
291
$43K 0.03%
+2,000
292
$43K 0.03%
867
-16,402
293
$42K 0.03%
+498
294
$42K 0.03%
+250
295
$42K 0.03%
+1,670
296
$42K 0.03%
+425
297
$41K 0.03%
+5,000
298
$41K 0.03%
+103
299
$41K 0.03%
+3,000
300
$41K 0.03%
+3,000
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