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 | |
|---|---|---|---|---|---|---|---|
| $4.33K | ﹤0.01% | 100 | – | – | |||
| $4.31K | ﹤0.01% | 500 | – | – | |||
| $4.2K | ﹤0.01% | 300 | – | – | |||
| $4.09K | ﹤0.01% | 500 | – | – | |||
| $4.06K | ﹤0.01% | 60 | – | – | |||
| $3.93K | ﹤0.01% | +198 | New | +$3.93K | |||
| $3.79K | ﹤0.01% | 201 | – | – | |||
| $3.49K | ﹤0.01% | 168 | – | – | |||
| $3.44K | ﹤0.01% | 100 | – | – | |||
| $3.44K | ﹤0.01% | 1,000 | – | – | |||
| $3.36K | ﹤0.01% | 115 | – | – | |||
| $3.22K | ﹤0.01% | 300 | – | – | |||
| $3K | ﹤0.01% | 400 | – | – | |||
| $2.67K | ﹤0.01% | 34 | – | – | |||
| $2.59K | ﹤0.01% | 25 | – | – | |||
| $2.22K | ﹤0.01% | 100 | – | – | |||
| $1.94K | ﹤0.01% | 200 | – | – | |||
| $1.69K | ﹤0.01% | 1,000 | – | – | |||
| $1.38K | ﹤0.01% | 210 | – | – | |||
| $1.31K | ﹤0.01% | +100 | New | +$1.31K | |||
| $1.18K | ﹤0.01% | 25 | – | – | |||
| $1.04K | ﹤0.01% | 250 | – | – | |||
| $953 | ﹤0.01% | 250 | – | – | |||
| $926 | ﹤0.01% | 59 | – | – | |||
| $863 | ﹤0.01% | 7 | – | – |
