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 | |
|---|---|---|---|---|---|---|---|
| $19K | 0.01% | 100 | – | – | |||
| $18.9K | 0.01% | 155 +1 | +0.7% | +$122 | |||
| $18.7K | 0.01% | 500 | – | – | |||
| $18.4K | 0.01% | 1,300 | – | – | |||
| $18.3K | 0.01% | 300 | – | – | |||
| $18.2K | 0.01% | 1,500 | – | – | |||
| $17.8K | 0.01% | 1,100 | – | – | |||
| $16.5K | 0.01% | 200 | – | – | |||
| $16.4K | 0.01% | 2,000 | – | – | |||
| $16.2K | 0.01% | 2,000 | – | – | |||
| $16.2K | 0.01% | 210 | – | – | |||
| $16.1K | 0.01% | 100 | – | – | |||
| $16K | 0.01% | 275 | – | – | |||
| $16K | 0.01% | 1,000 | – | – | |||
| $15.9K | 0.01% | 300 | – | – | |||
| $15.4K | 0.01% | 1,000 | – | – | |||
| $14.7K | 0.01% | 150 | – | – | |||
| $14.7K | 0.01% | 200 | – | – | |||
| $14.5K | 0.01% | 3,000 | – | – | |||
| $14.2K | 0.01% | 400 | – | – | |||
| $14K | 0.01% | 216 | – | – | |||
| $13.8K | 0.01% | 177 | – | – | |||
| $13.3K | 0.01% | 127 | – | – | |||
| $13.3K | 0.01% | 170 | – | – | |||
| $13.2K | 0.01% | 1,400 | – | – |
