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
$125M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1 +$1.36M
2 +$1.06M
3 +$896K
4
AMZN icon
Amazon
AMZN
+$426K
5
ADM icon
Archer Daniels Midland
ADM
+$419K

Top Sells

1 +$943K
2 +$906K
3 +$813K
4
INTC icon
Intel
INTC
+$362K
5
QCOM icon
Qualcomm
QCOM
+$309K

Sector Composition

1 Technology 5.55%
2 Healthcare 5.03%
3 Consumer Staples 4.58%
4 Financials 4.36%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$148K 0.12%
+3,480
152
$143K 0.11%
+6,471
153
$143K 0.11%
+1,300
154
$142K 0.11%
606
-275
155
$140K 0.11%
+1,500
156
$140K 0.11%
+7,371
157
$139K 0.11%
+3,051
158
$137K 0.11%
+5,600
159
$136K 0.11%
+1,175
160
$135K 0.11%
+6,300
161
$135K 0.11%
11,524
162
$133K 0.11%
+2,827
163
$133K 0.11%
9,345
-5,203
164
$132K 0.11%
+1,000
165
$131K 0.1%
+800
166
$130K 0.1%
+2,869
167
$128K 0.1%
2,843
-1,221
168
$127K 0.1%
+546
169
$125K 0.1%
+7,500
170
$124K 0.1%
+4,796
171
$121K 0.1%
+2,520
172
$120K 0.1%
+8,000
173
$120K 0.1%
+450
174
$120K 0.1%
+2,097
175
$117K 0.09%
+5,500