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 | |
|---|---|---|---|---|---|---|---|
| $8.92K | 0.01% | +500 | New | +$8.92K | |||
| $8.9K | 0.01% | 65 | – | – | |||
| $8.44K | 0.01% | 254 | – | – | |||
| $8.25K | 0.01% | 83 | – | – | |||
| $8.23K | 0.01% | 150 | – | – | |||
| $8.12K | 0.01% | 159 | – | – | |||
| $7.7K | 0.01% | 3,500 | – | – | |||
| $7.63K | 0.01% | 199 | – | – | |||
| $7.6K | 0.01% | 50 | – | – | |||
| $7.18K | 0.01% | 100 | – | – | |||
| $7.08K | 0.01% | +500 | New | +$7.08K | |||
| $6.85K | 0.01% | 1,300 | – | – | |||
| $6.51K | ﹤0.01% | 133 +1 | +0.8% | +$49 | |||
| $6.5K | ﹤0.01% | 400 | – | – | |||
| $6.18K | ﹤0.01% | 2,025 | – | – | |||
| $6.17K | ﹤0.01% | 323 -4 | -1% | -$76 | |||
| $6.08K | ﹤0.01% | 120 | – | – | |||
| $5.95K | ﹤0.01% | 1,000 | – | – | |||
| $5.76K | ﹤0.01% | 20 | – | – | |||
| $5.66K | ﹤0.01% | 150 -65 | -30% | -$2.45K | |||
| $5.24K | ﹤0.01% | 100 | – | – | |||
| $5.24K | ﹤0.01% | 150 | – | – | |||
| $4.96K | ﹤0.01% | 50 | – | – | |||
| $4.7K | ﹤0.01% | 100 -37,306 | -100% | -$1.75M | |||
| $4.35K | ﹤0.01% | 24 | – | – |
