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
376
$20K 0.02%
+230
377
$20K 0.02%
+1,000
378
$20K 0.02%
+500
379
$19K 0.02%
+531
380
$19K 0.02%
+50
381
$19K 0.02%
+2,000
382
$18K 0.01%
+420
383
$18K 0.01%
+1,000
384
$17K 0.01%
+214
385
$17K 0.01%
+350
386
$17K 0.01%
+75
387
$16K 0.01%
+600
388
$16K 0.01%
+1,600
389
$16K 0.01%
+204
390
$15K 0.01%
+100
391
$15K 0.01%
+230
392
$15K 0.01%
+455
393
$15K 0.01%
+210
394
$15K 0.01%
+250
395
$15K 0.01%
+300
396
$15K 0.01%
+1,000
397
$14K 0.01%
+35
398
$14K 0.01%
+125
399
$14K 0.01%
+800
400
$14K 0.01%
+535
14 15
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