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
1
$4.52M 3.61%
76,879
+5,269
2
$3.77M 3.02%
23,154
+74
3
$3.68M 2.94%
8,370
+247
4
$3.63M 2.9%
47,364
+5,155
5
$2.87M 2.29%
51,716
+4,349
6
$2.77M 2.22%
33,510
+2,697
7
$2.74M 2.19%
139,982
+10,778
8
$2.02M 1.62%
39,416
+2,415
9
$1.95M 1.56%
23,213
+1,171
10
$1.95M 1.56%
17,376
+762
11
$1.93M 1.54%
10,591
-829
12
$1.93M 1.54%
11,253
+569
13
$1.88M 1.5%
39,685
+1,452
14
$1.76M 1.41%
42,238
+719
15
$1.72M 1.37%
40,378
+1,202
16
$1.71M 1.36%
28,959
+1,595
17
$1.67M 1.34%
14,422
+268
18
$1.6M 1.28%
70,684
+3,056
19
$1.54M 1.23%
10,620
20
$1.52M 1.21%
17,013
+921
21
$1.48M 1.18%
14,569
+1,339
22
$1.43M 1.15%
82,759
+9,100
23
$1.36M 1.09%
+23,830
24
$1.29M 1.03%
35,706
-143
25
$1.19M 0.95%
23,251
-1,990
1
2 3 4 5