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
326
$33K 0.03%
+500
327
$32K 0.03%
+298
328
$32K 0.03%
+861
329
$32K 0.03%
+702
330
$31K 0.02%
+500
331
$30K 0.02%
+200
332
$30K 0.02%
+1,000
333
$30K 0.02%
+800
334
$30K 0.02%
+200
335
$30K 0.02%
+667
336
$30K 0.02%
+400
337
$29K 0.02%
+138
338
$29K 0.02%
+300
339
$28K 0.02%
+450
340
$28K 0.02%
+795
341
$27K 0.02%
+20
342
$27K 0.02%
+259
343
$26K 0.02%
+125
344
$26K 0.02%
+1,583
345
$26K 0.02%
+200
346
$26K 0.02%
+555
347
$26K 0.02%
+387
348
$26K 0.02%
+670
349
$25K 0.02%
+800
350
$25K 0.02%
+500
12 13
14
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