FWM
Foresight Wealth Management Portfolio holdings
AUM
$6.98M
This Quarter Return
-12.28%
1 Year Return
-5.06%
3 Year Return
+5.82%
5 Year Return
–
10 Year Return
–
AUM
$91M
AUM Growth
–
Cap. Flow
+$91M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.3%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$8.45M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$7.48M |
| 3 |
Apple
AAPL
|
$4.54M |
| 4 |
Vanguard Value ETF
VTV
|
$3.58M |
| 5 |
Invesco FTSE RAFI Emerging Markets ETF
PXH
|
$3.17M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.64% |
| 2 | Healthcare | 5.95% |
| 3 | Financials | 4.39% |
| 4 | Real Estate | 4.03% |
| 5 | Communication Services | 2.92% |
