FFWM

Future Financial Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
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 +$1.35M
2 +$1.04M
3 +$905K
4
AMZN icon
Amazon
AMZN
+$428K
5
BST icon
BlackRock Science and Technology Trust
BST
+$414K

Top Sells

1 +$974K
2 +$890K
3 +$849K
4
INTC icon
Intel
INTC
+$348K
5
JNJ icon
Johnson & Johnson
JNJ
+$279K

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
576
$0 ﹤0.01%
+22
577
$0 ﹤0.01%
+18
578
-10,000
579
$0 ﹤0.01%
+1