FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
This Quarter Return
-2.79%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(-3.5%)
Cap. Flow
+$929K
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
23.86%
Holding
603
New
24
Increased
99
Reduced
94
Closed
40
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 5.39% |
| 2 | Technology | 5.16% |
| 3 | Consumer Staples | 4.67% |
| 4 | Financials | 4.37% |
| 5 | Consumer Discretionary | 3.67% |