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
$86.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$3.46M
3
+$3.4M
4
PG icon
Procter & Gamble
PG
+$2.71M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$2.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.33%
2 Communication Services 6.54%
3 Consumer Discretionary 6.1%
4 Healthcare 4.8%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.59M 4.14%
+27,048
2
$3.46M 3.99%
+51,006
3
$3.4M 3.92%
+9,888
4
$2.71M 3.13%
+19,503
5
$2.7M 3.11%
+58,500
6
$2.46M 2.84%
+33,497
7
$2.24M 2.59%
+9,634
8
$2.18M 2.51%
+23,689
9
$2.07M 2.38%
+45,947
10
$2.03M 2.34%
+29,608
11
$1.96M 2.26%
+16,716
12
$1.86M 2.14%
+44,034
13
$1.64M 1.89%
+16,060
14
$1.52M 1.76%
+30,938
15
$1.52M 1.75%
+5,560
16
$1.47M 1.7%
+23,772
17
$1.45M 1.67%
+26,967
18
$1.4M 1.61%
+9,881
19
$1.37M 1.58%
+15,620
20
$1.33M 1.53%
+15,628
21
$1.18M 1.36%
+7,260
22
$1.06M 1.22%
+48,603
23
$1.05M 1.22%
+40,905
24
$972K 1.12%
+6,173
25
$922K 1.06%
+8,605
1
2 3 4 5