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
$86.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.46M
3
+$3.4M
4
PG icon
Procter & Gamble
PG
+$2.71M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.33%
2 Communication Services 6.54%
3 Consumer Discretionary 6.1%
4 Healthcare 4.8%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$911K 1.05%
+7,168
27
$896K 1.03%
+9,458
28
$879K 1.01%
+3,953
29
$863K 1%
+62,858
30
$833K 0.96%
+30,386
31
$782K 0.9%
+27,703
32
$746K 0.86%
+4,119
33
$727K 0.84%
+24,675
34
$704K 0.81%
+10,311
35
$689K 0.8%
+148,212
36
$684K 0.79%
+41,250
37
$672K 0.78%
+22,779
38
$671K 0.77%
+29,904
39
$670K 0.77%
+7,602
40
$668K 0.77%
+8,306
41
$653K 0.75%
+30,564
42
$645K 0.74%
+2,950
43
$630K 0.73%
+12,648
44
$627K 0.72%
+7,350
45
$616K 0.71%
+7,397
46
$594K 0.69%
+8,204
47
$590K 0.68%
+19,525
48
$579K 0.67%
+17,654
49
$574K 0.66%
+43,525
50
$572K 0.66%
+10,593
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