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
$121M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.39%
2 Technology 5.16%
3 Consumer Staples 4.67%
4 Financials 4.37%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$18K 0.01%
350
377
$18K 0.01%
535
+4
378
$18K 0.01%
50
379
$18K 0.01%
3,300
380
$18K 0.01%
420
381
$18K 0.01%
300
-100
382
$17K 0.01%
250
-9,510
383
$17K 0.01%
1,600
384
$17K 0.01%
750
-45
385
$17K 0.01%
2,000
386
$16K 0.01%
214
387
$16K 0.01%
125
388
$16K 0.01%
1,543
389
$16K 0.01%
300
390
$16K 0.01%
1,000
391
$16K 0.01%
204
392
$15K 0.01%
210
393
$15K 0.01%
120
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394
$15K 0.01%
300
395
$15K 0.01%
100
396
$14K 0.01%
65
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397
$14K 0.01%
200
398
$14K 0.01%
261
-28,698
399
$14K 0.01%
275
400
$14K 0.01%
1,000