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
576
-31
577
$0 ﹤0.01%
3
578
0
579
$0 ﹤0.01%
10
580
0
581
$0 ﹤0.01%
+1
582
0
583
0
584
-75
585
-20
586
-3,000
587
$0 ﹤0.01%
5
588
$0 ﹤0.01%
20
589
0
590
-455
591
-1,000
592
-48
593
-18
594
$0 ﹤0.01%
1
595
-1
596
0
597
-42
598
-30
599
0
600
$0 ﹤0.01%
5