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
$125M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$1.06M
3 +$896K
4
AMZN icon
Amazon
AMZN
+$426K
5
ADM icon
Archer Daniels Midland
ADM
+$419K

Top Sells

1 +$943K
2 +$906K
3 +$813K
4
INTC icon
Intel
INTC
+$362K
5
QCOM icon
Qualcomm
QCOM
+$309K

Sector Composition

1 Technology 5.55%
2 Healthcare 5.03%
3 Consumer Staples 4.58%
4 Financials 4.36%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.19M 0.95%
8,782
+13
27
$1.17M 0.94%
3,504
+93
28
$1.13M 0.9%
43,953
+12
29
$1.12M 0.89%
6,910
+197
30
$1.09M 0.88%
19,682
+1,468
31
$1.09M 0.87%
10,453
+3
32
$1.06M 0.85%
+37,312
33
$1.04M 0.84%
6,517
-840
34
$1.03M 0.83%
42,700
+6,640
35
$1.03M 0.82%
38,127
+3,237
36
$1.01M 0.81%
28,825
+2,475
37
$947K 0.76%
9,760
+453
38
$940K 0.75%
14,273
+1,306
39
$931K 0.74%
9,249
-2,132
40
$922K 0.74%
14,514
+3,652
41
$917K 0.73%
5,380
+2,500
42
$904K 0.72%
41,543
-13,504
43
$896K 0.72%
+58,771
44
$857K 0.69%
4,997
-1,706
45
$840K 0.67%
10,356
+4,060
46
$837K 0.67%
52,869
+1,800
47
$793K 0.63%
14,902
-6,800
48
$789K 0.63%
8,596
+329
49
$781K 0.62%
13,618
+337
50
$781K 0.62%
22,166
+2,000