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
101
$255K 0.21%
4,500
102
$251K 0.21%
17,000
103
$250K 0.21%
10,500
104
$249K 0.21%
10,000
105
$248K 0.21%
4,000
106
$242K 0.2%
21,499
+200
107
$240K 0.2%
1,568
108
$238K 0.2%
16,600
-1,000
109
$235K 0.19%
2,860
+39
110
$234K 0.19%
875
111
$233K 0.19%
13,002
112
$233K 0.19%
11,100
+5,500
113
$230K 0.19%
450
-22
114
$225K 0.19%
10,744
+3,762
115
$219K 0.18%
9,000
+3,000
116
$218K 0.18%
8,459
+21
117
$216K 0.18%
935
+10
118
$207K 0.17%
458
-28
119
$205K 0.17%
1,600
120
$205K 0.17%
1,845
-80
121
$205K 0.17%
+10,792
122
$204K 0.17%
17,470
+3,974
123
$203K 0.17%
4,224
124
$203K 0.17%
+3,700
125
$198K 0.16%
4,600