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
$97.2M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.02M
2
+$243K

Sector Composition

1 Healthcare 5.12%
2 Technology 5.04%
3 Financials 3.95%
4 Consumer Staples 3.83%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.79M 3.9%
71,610
2
$3.2M 3.29%
8,123
3
$3.13M 3.22%
42,209
4
$3.11M 3.2%
23,080
5
$2.55M 2.62%
129,204
6
$2.46M 2.53%
47,367
7
$2.44M 2.51%
30,813
8
$1.93M 1.99%
37,001
9
$1.9M 1.96%
16,614
10
$1.89M 1.95%
22,042
11
$1.89M 1.94%
41,519
12
$1.77M 1.82%
39,176
13
$1.7M 1.75%
38,233
14
$1.66M 1.7%
27,364
15
$1.65M 1.7%
10,684
16
$1.64M 1.69%
16,092
17
$1.6M 1.64%
14,154
18
$1.56M 1.61%
11,420
19
$1.42M 1.46%
67,628
20
$1.39M 1.43%
35,849
21
$1.35M 1.39%
13,230
22
$1.33M 1.37%
10,620
23
$1.26M 1.3%
73,659
24
$1.22M 1.25%
21,702
25
$1.22M 1.25%
9,307
1
2 3 4 5