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
$121M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.39%
2 Technology 5.16%
3 Consumer Staples 4.67%
4 Financials 4.37%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.18M 0.98%
36,128
+25,718
27
$1.13M 0.94%
22,887
+7,985
28
$1.09M 0.9%
20,334
+652
29
$1.09M 0.9%
41,301
+3,174
30
$1.08M 0.89%
13,042
-1,472
31
$1.07M 0.89%
37,954
+642
32
$1.06M 0.88%
10,454
+1
33
$1.05M 0.87%
+38,874
34
$1.01M 0.84%
30,164
+1,339
35
$1M 0.83%
83,775
+25,004
36
$958K 0.79%
43,401
+701
37
$956K 0.79%
40,679
-3,274
38
$917K 0.76%
5,175
+178
39
$914K 0.76%
14,359
+86
40
$886K 0.73%
9,035
+439
41
$877K 0.73%
5,380
42
$863K 0.72%
11,056
+700
43
$857K 0.71%
6,517
44
$850K 0.7%
+16,296
45
$818K 0.68%
+8,371
46
$816K 0.68%
53,568
+699
47
$815K 0.68%
8,353
-896
48
$812K 0.67%
23,492
+1,326
49
$806K 0.67%
7,220
+1,050
50
$781K 0.65%
15,322
+8,453