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
301
$41K 0.03%
+1,000
302
$40K 0.03%
+165
303
$40K 0.03%
+3,131
304
$39K 0.03%
+685
305
$39K 0.03%
+4,000
306
$39K 0.03%
+444
307
$39K 0.03%
+2,000
308
$39K 0.03%
+512
309
$37K 0.03%
+200
310
$37K 0.03%
+1,000
311
$37K 0.03%
+200
312
$36K 0.03%
+2,000
313
$35K 0.03%
+150
314
$35K 0.03%
+2,300
315
$35K 0.03%
+1,000
316
$34K 0.03%
+5,000
317
$34K 0.03%
+300
318
$34K 0.03%
+500
319
$34K 0.03%
+1,500
320
$34K 0.03%
+2,000
321
$34K 0.03%
+500
322
$33K 0.03%
+200
323
$33K 0.03%
+720
324
$33K 0.03%
+2,000
325
$33K 0.03%
+121
11 12
13
14 15