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
$125M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$1.06M
3 +$896K
4
AMZN icon
Amazon
AMZN
+$426K
5
ADM icon
Archer Daniels Midland
ADM
+$419K

Top Sells

1 +$943K
2 +$906K
3 +$813K
4
INTC icon
Intel
INTC
+$362K
5
QCOM icon
Qualcomm
QCOM
+$309K

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
51
$760K 0.61%
14,900
+7,900
52
$749K 0.6%
39,014
+2,032
53
$743K 0.59%
6,457
+7
54
$716K 0.57%
13,300
+6,354
55
$653K 0.52%
152,886
-13,968
56
$639K 0.51%
6,170
+73
57
$602K 0.48%
36,250
-750
58
$579K 0.46%
10,225
-207
59
$569K 0.46%
5,050
60
$554K 0.44%
1,636
+76
61
$544K 0.44%
15,446
-2,220
62
$508K 0.41%
31,250
-9,000
63
$507K 0.41%
2,931
+161
64
$490K 0.39%
1,021
65
$457K 0.37%
1,304
66
$453K 0.36%
16,329
+4,060
67
$446K 0.36%
10,410
+3,685
68
$440K 0.35%
6,726
+5,605
69
$421K 0.34%
14,547
+282
70
$419K 0.34%
+6,177
71
$419K 0.34%
4,572
72
$413K 0.33%
+6,679
73
$410K 0.33%
+4,883
74
$397K 0.32%
4,934
-1,453
75
$395K 0.32%
18,800
+2,000