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
551
0
552
0
553
0
554
-74
555
-18
556
$0 ﹤0.01%
50
557
-35
558
-70
559
-49
560
-148
561
-10
562
-33
563
-29
564
0
565
0
566
0
567
-34
568
$0 ﹤0.01%
5
569
$0 ﹤0.01%
1
-2
570
-11
571
$0 ﹤0.01%
5
572
-43
573
0
574
$0 ﹤0.01%
2
575
-57