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
101
$233K 0.27%
+3,775
102
$225K 0.26%
+800
103
$220K 0.25%
+2,500
104
$215K 0.25%
+4,557
105
$214K 0.25%
+825
106
$211K 0.24%
+4,500
107
$208K 0.24%
+10,500
108
$205K 0.24%
+11,500
109
$205K 0.24%
+11,500
110
$203K 0.23%
+2,325
111
$201K 0.23%
+6,631
112
$185K 0.21%
+14,874
113
$165K 0.19%
+14,286
114
$138K 0.16%
+10,124
115
$136K 0.16%
+11,524
116
$130K 0.15%
+10,410
117
$112K 0.13%
+18,050
118
$74K 0.09%
+10,000
119
$61K 0.07%
+10,500
120
$52K 0.06%
+10,500
121
$33K 0.04%
+14,000
122
$7K 0.01%
+750