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
101
$239K 0.25%
10,500
102
$230K 0.24%
6,000
103
$228K 0.23%
13,158
104
$228K 0.23%
11,500
105
$227K 0.23%
875
106
$226K 0.23%
2,906
107
$218K 0.22%
4,224
108
$217K 0.22%
14,941
109
$209K 0.22%
881
110
$209K 0.22%
960
111
$208K 0.21%
14,548
112
$207K 0.21%
5,022
113
$205K 0.21%
8,000
114
$205K 0.21%
2,325
115
$202K 0.21%
5,200
116
$201K 0.21%
4,275
117
$193K 0.2%
18,193
118
$155K 0.16%
11,726
119
$139K 0.14%
11,524
120
$98K 0.1%
10,000
121
$83K 0.09%
10,500
122
$55K 0.06%
10,500
123
$43K 0.04%
10,000
124
$6K 0.01%
67
1 2 3 4
5