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
$137M
AUM Growth
-$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.82%
2 Consumer Staples 4.2%
3 Financials 4.15%
4 Communication Services 4.03%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$512K 0.37%
14,000
52
$511K 0.37%
10,694
-625
53
$506K 0.37%
3,770
-520
54
$498K 0.36%
13,394
55
$496K 0.36%
1,570
56
$487K 0.36%
6,018
+9
57
$471K 0.34%
25,707
+84
58
$458K 0.34%
46,925
+660
59
$458K 0.33%
46,646
-9,915
60
$442K 0.32%
124,282
-9,348
61
$441K 0.32%
972
62
$433K 0.32%
19,800
63
$432K 0.32%
5,542
64
$431K 0.31%
2,275
65
$420K 0.31%
30,520
-16,874
66
$405K 0.3%
2,803
-915
67
$405K 0.3%
3,501
68
$402K 0.29%
3,065
69
$393K 0.29%
4,350
70
$386K 0.28%
7,800
71
$375K 0.27%
14,133
+753
72
$362K 0.26%
5,902
-10
73
$359K 0.26%
1,547
-159
74
$359K 0.26%
4,027
+93
75
$335K 0.24%
33,794
+1,308