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
$86.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.46M
3
+$3.4M
4
PG icon
Procter & Gamble
PG
+$2.71M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.33%
2 Communication Services 6.54%
3 Consumer Discretionary 6.1%
4 Healthcare 4.8%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$561K 0.65%
+3,490
52
$557K 0.64%
+6,088
53
$555K 0.64%
+6,538
54
$534K 0.62%
+37,000
55
$529K 0.61%
+2,250
56
$503K 0.58%
+12,214
57
$492K 0.57%
+4,200
58
$470K 0.54%
+10,486
59
$462K 0.53%
+5,050
60
$455K 0.53%
+8,245
61
$455K 0.53%
+9,769
62
$443K 0.51%
+29,250
63
$441K 0.51%
+13,850
64
$439K 0.51%
+49,916
65
$426K 0.49%
+8,096
66
$422K 0.49%
+1,800
67
$383K 0.44%
+9,950
68
$383K 0.44%
+1,021
69
$382K 0.44%
+3,170
70
$377K 0.44%
+6,417
71
$367K 0.42%
+6,726
72
$362K 0.42%
+5,700
73
$361K 0.42%
+2,437
74
$360K 0.42%
+8,926
75
$351K 0.41%
+1,304
1 2
3
4 5