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
76
$331K 0.24%
1,175
77
$327K 0.24%
15,649
-97
78
$315K 0.23%
875
79
$308K 0.23%
5,110
+110
80
$308K 0.23%
11,239
-1,270
81
$305K 0.22%
520
82
$304K 0.22%
4,015
-100
83
$303K 0.22%
17,700
84
$294K 0.22%
7,426
-2,290
85
$284K 0.21%
561
-500
86
$284K 0.21%
3,310
+1
87
$268K 0.2%
928
88
$267K 0.2%
11,100
89
$265K 0.19%
3,714
-1,100
90
$265K 0.19%
2,000
-1,000
91
$257K 0.19%
888
92
$254K 0.19%
6,703
93
$253K 0.18%
2,271
+10
94
$247K 0.18%
2,452
95
$244K 0.18%
4,122
96
$236K 0.17%
1,417
+14
97
$235K 0.17%
6,880
+16
98
$232K 0.17%
1,800
99
$230K 0.17%
5,300
100
$219K 0.16%
16,000