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
76
$402K 0.33%
3,139
-19
77
$394K 0.33%
18,800
78
$389K 0.32%
14,669
+1,680
79
$389K 0.32%
1,755
80
$382K 0.32%
32,324
+5,444
81
$379K 0.31%
1,267
+1,047
82
$373K 0.31%
4,400
-172
83
$363K 0.3%
2,646
+127
84
$355K 0.29%
9,750
85
$332K 0.28%
3,500
86
$322K 0.27%
3,246
+357
87
$318K 0.26%
4,101
-833
88
$313K 0.26%
5,614
-126
89
$307K 0.25%
2,358
+4
90
$291K 0.24%
1,308
+413
91
$291K 0.24%
14,929
-1,400
92
$291K 0.24%
810
+15
93
$285K 0.24%
785
-70
94
$283K 0.23%
2,554
95
$281K 0.23%
3,935
-50
96
$277K 0.23%
1,215
97
$274K 0.23%
6,655
+5
98
$264K 0.22%
1,900
99
$256K 0.21%
2,209
+605
100
$255K 0.21%
5,529
+1,203