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
$97.2M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.02M
2 +$243K

Sector Composition

1 Healthcare 5.12%
2 Technology 5.04%
3 Financials 3.95%
4 Consumer Staples 3.83%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.16M 1.19%
11,381
27
$1.15M 1.18%
43,941
28
$1.1M 1.14%
6,703
29
$1.07M 1.1%
13,281
30
$1.07M 1.1%
25,241
31
$1.06M 1.1%
45,383
32
$1.04M 1.07%
6,713
33
$1.01M 1.04%
33,869
34
$1M 1.03%
17,269
35
$988K 1.02%
8,769
36
$960K 0.99%
7,357
37
$924K 0.95%
3,411
38
$917K 0.94%
18,214
39
$883K 0.91%
36,060
40
$879K 0.9%
34,890
41
$872K 0.9%
10,450
42
$835K 0.86%
26,350
43
$818K 0.84%
55,047
44
$804K 0.83%
36,982
45
$796K 0.82%
8,267
46
$778K 0.8%
166,854
47
$776K 0.8%
51,069
48
$774K 0.8%
12,967
49
$728K 0.75%
40,250
50
$702K 0.72%
3,002