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 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
76
$347K 0.4%
+9,428
77
$339K 0.39%
+4,400
78
$332K 0.38%
+1,000
79
$326K 0.38%
+1,500
80
$318K 0.37%
+4,350
81
$314K 0.36%
+2,705
82
$313K 0.36%
+997
83
$312K 0.36%
+1,275
84
$304K 0.35%
+3,159
85
$295K 0.34%
+11,413
86
$289K 0.33%
+6,450
87
$288K 0.33%
+6,983
88
$285K 0.33%
+17,000
89
$284K 0.33%
+16,800
90
$280K 0.32%
+3,500
91
$279K 0.32%
+1,205
92
$274K 0.32%
+1,409
93
$271K 0.31%
+5,000
94
$264K 0.3%
+3,696
95
$262K 0.3%
+5,460
96
$239K 0.28%
+1,500
97
$238K 0.27%
+3,045
98
$235K 0.27%
+6,250
99
$234K 0.27%
+15,600
100
$234K 0.27%
+22,785