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
$137M
AUM Growth
-$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.82%
2 Consumer Staples 4.2%
3 Financials 4.15%
4 Communication Services 4.03%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.18M 0.86%
1,528
27
$1.13M 0.83%
59,222
-11,784
28
$1.05M 0.77%
5,927
-493
29
$1.05M 0.77%
10,015
+3
30
$1.01M 0.74%
49,602
-17
31
$927K 0.68%
23,182
+2,249
32
$895K 0.65%
1,529
-27
33
$859K 0.63%
4,386
-538
34
$839K 0.61%
1,990
35
$824K 0.6%
25,999
-638
36
$788K 0.58%
1,541
+5
37
$735K 0.54%
3,067
38
$733K 0.54%
59,910
-526
39
$694K 0.51%
4,029
-193
40
$688K 0.5%
18,212
+1,137
41
$668K 0.49%
169,075
-62,761
42
$663K 0.48%
6,154
-1,424
43
$649K 0.47%
1,102
44
$643K 0.47%
5,100
+255
45
$614K 0.45%
30,550
-750
46
$613K 0.45%
10,659
-57
47
$576K 0.42%
25,286
-7,068
48
$563K 0.41%
+25,706
49
$527K 0.39%
2,396
+2
50
$515K 0.38%
4,788
-2,111