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
51
$688K 0.57%
13,300
52
$674K 0.56%
6,217
-240
53
$661K 0.55%
39,116
-2,427
54
$656K 0.54%
36,300
+50
55
$645K 0.53%
14,900
56
$639K 0.53%
2,073
-1,431
57
$633K 0.52%
158,544
+5,658
58
$614K 0.51%
4,501
-2,409
59
$606K 0.5%
6,716
+539
60
$552K 0.46%
30,943
-8,071
61
$545K 0.45%
18,813
+4,266
62
$542K 0.45%
1,304
63
$533K 0.44%
7,296
+617
64
$532K 0.44%
10,269
+44
65
$505K 0.42%
15,446
66
$489K 0.41%
2,924
-7
67
$463K 0.38%
1,021
68
$455K 0.38%
4,050
-1,000
69
$454K 0.38%
31,250
70
$413K 0.34%
9,180
+6,129
71
$412K 0.34%
6,760
+34
72
$410K 0.34%
+1,242
73
$409K 0.34%
21,618
+385
74
$408K 0.34%
1,155
+10
75
$407K 0.34%
1,832
+196