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
176
$116K 0.09%
+1,513
177
$116K 0.09%
+4,000
178
$115K 0.09%
+2,134
179
$113K 0.09%
+4,462
180
$112K 0.09%
+1,775
181
$111K 0.09%
+1,810
182
$108K 0.09%
+745
183
$107K 0.09%
12,336
-5,857
184
$107K 0.09%
+500
185
$106K 0.08%
+1,465
186
$104K 0.08%
+400
187
$104K 0.08%
+535
188
$100K 0.08%
+3,010
189
$100K 0.08%
+4,000
190
$100K 0.08%
+216
191
$99K 0.08%
+4,016
192
$99K 0.08%
+481
193
$99K 0.08%
+3,400
194
$99K 0.08%
+3,800
195
$98K 0.08%
+155
196
$98K 0.08%
+5,000
197
$96K 0.08%
+6,100
198
$96K 0.08%
+434
199
$94K 0.08%
+1,586
200
$93K 0.07%
+5,589