FFWM
Future Financial Wealth Management Portfolio holdings
AUM $136M
This Quarter Return
-1.63%
1 Year Return
+6.94%
3 Year Return
+17.95%
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 | |
|---|---|---|---|---|---|---|---|
| – | – | -250 | Closed | -$42.3K | |||
| – | – | -500 | Closed | -$42.3K | |||
| – | – | -1,000 | Closed | -$26.4K | |||
| – | – | -625 | Closed | -$41.8K | |||
| – | – | 0 | – | – | |||
| – | – | -5,000 | Closed | -$19.8K | |||
| – | – | -500 | Closed | -$4.57K | |||
| – | – | -500 | Closed | -$31.5K | |||
| – | – | -12 | Closed | -$55 | |||
| – | – | -100 | Closed | -$933 | |||
| – | – | -5,000 | Closed | -$1.77K | |||
| – | – | -300 | Closed | -$2.98K |
