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
476
$6K ﹤0.01%
+300
477
$6K ﹤0.01%
+500
478
$5K ﹤0.01%
+57
479
$5K ﹤0.01%
+31
480
$5K ﹤0.01%
+164
481
$5K ﹤0.01%
+100
482
$5K ﹤0.01%
+74
483
$5K ﹤0.01%
+40
484
$4K ﹤0.01%
143
-33,726
485
$4K ﹤0.01%
+500
486
$4K ﹤0.01%
67
487
$4K ﹤0.01%
+80
488
$4K ﹤0.01%
+44
489
$4K ﹤0.01%
+50
490
$4K ﹤0.01%
+15
491
$4K ﹤0.01%
+507
492
$4K ﹤0.01%
+35
493
$4K ﹤0.01%
+750
494
$3K ﹤0.01%
+180
495
$3K ﹤0.01%
+100
496
$3K ﹤0.01%
+700
497
$3K ﹤0.01%
+35
498
$3K ﹤0.01%
+200
499
$3K ﹤0.01%
+250
500
$3K ﹤0.01%
+150