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
$137M
AUM Growth
-$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.82%
2 Consumer Staples 4.2%
3 Financials 4.15%
4 Communication Services 4.03%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$933 ﹤0.01%
100
-300
427
$797 ﹤0.01%
7
428
$782 ﹤0.01%
15
429
$751 ﹤0.01%
20
430
$665 ﹤0.01%
500
431
$660 ﹤0.01%
40
432
$621 ﹤0.01%
20
433
$533 ﹤0.01%
10
434
$465 ﹤0.01%
100
435
$459 ﹤0.01%
20
436
$343 ﹤0.01%
1
437
$336 ﹤0.01%
13
438
$246 ﹤0.01%
40
439
$190 ﹤0.01%
3
440
$149 ﹤0.01%
10
441
$72 ﹤0.01%
67
442
$60 ﹤0.01%
14
443
$55 ﹤0.01%
12
444
$41 ﹤0.01%
1
445
$36 ﹤0.01%
13
+12
446
$35 ﹤0.01%
4
447
$28 ﹤0.01%
16
448
-4,009
449
-100
450
-500