FWM

Foguth Wealth Management Portfolio holdings

AUM $645M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$11.6M
3
+$9.92M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$7.34M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$5.91M

Top Sells

1
+$10.4M
2
+$9.32M
3
+$6.18M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.36M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.79M

Sector Composition

1 Technology 2.29%
2 Consumer Discretionary 1.28%
3 Consumer Staples 0.74%
4 Communication Services 0.67%
5 Healthcare 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
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