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
$97.2M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.02M
2
+$243K

Sector Composition

1 Healthcare 5.12%
2 Technology 5.04%
3 Financials 3.95%
4 Consumer Staples 3.83%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$692K 0.71%
20,166
52
$685K 0.7%
10,862
53
$657K 0.68%
6,450
54
$656K 0.67%
17,666
55
$640K 0.66%
12,269
56
$631K 0.65%
34,608
57
$631K 0.65%
37,000
58
$602K 0.62%
6,097
59
$542K 0.56%
1,560
60
$529K 0.54%
5,050
61
$528K 0.54%
4,251
62
$521K 0.54%
6,296
63
$495K 0.51%
2,880
64
$473K 0.49%
2,084
65
$470K 0.48%
6,387
66
$461K 0.47%
3,225
67
$460K 0.47%
1,304
68
$443K 0.46%
2,519
69
$439K 0.45%
1,021
70
$437K 0.45%
3,120
71
$426K 0.44%
6,725
72
$417K 0.43%
7,000
73
$410K 0.42%
2,770
74
$409K 0.42%
14,265
75
$409K 0.42%
10,432
1 2
3
4 5