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
76
$405K 0.42%
1,121
-5,605
77
$384K 0.4%
9,750
78
$381K 0.39%
6,946
79
$368K 0.38%
6,571
80
$368K 0.38%
3,159
81
$338K 0.35%
4,064
-2,919
82
$335K 0.34%
4,572
83
$334K 0.34%
4,421
84
$332K 0.34%
3,889
85
$329K 0.34%
16,800
86
$318K 0.33%
1,145
87
$317K 0.33%
3,500
88
$304K 0.31%
17,000
89
$300K 0.31%
5,659
90
$291K 0.3%
1,000
91
$287K 0.3%
809
92
$280K 0.29%
2,554
93
$275K 0.28%
3,850
94
$274K 0.28%
6,640
95
$273K 0.28%
26,097
96
$265K 0.27%
4,562
97
$261K 0.27%
875
98
$254K 0.26%
15,600
99
$249K 0.26%
4,000
100
$240K 0.25%
4,500
1 2 3
4
5