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
101
$216K 0.16%
4,500
102
$214K 0.16%
3,501
+1
103
$214K 0.16%
550
104
$212K 0.16%
4,058
+300
105
$212K 0.15%
16,850
106
$211K 0.15%
9,900
-3,000
107
$211K 0.15%
1,600
108
$208K 0.15%
13,500
-1,610
109
$203K 0.15%
2,200
110
$202K 0.15%
503
111
$198K 0.14%
1,286
+1
112
$183K 0.13%
9,150
-4,700
113
$179K 0.13%
3,060
-20
114
$178K 0.13%
17,000
115
$172K 0.13%
6,631
+357
116
$170K 0.12%
400
117
$169K 0.12%
419
-30
118
$167K 0.12%
8,548
-7,901
119
$166K 0.12%
500
120
$165K 0.12%
1,000
121
$161K 0.12%
3,815
+2
122
$155K 0.11%
900
123
$154K 0.11%
880
124
$153K 0.11%
1,200
125
$152K 0.11%
600
+100