FWM

Foresight Wealth Management Portfolio holdings

AUM $6.98M
1-Year Est. Return 5.06%
This Quarter Est. Return
1 Year Est. Return
-5.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.48M
3
+$4.54M
4
VTV icon
Vanguard Value ETF
VTV
+$3.58M
5
PXH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$925K 0.98%
+38,820
27
$907K 0.96%
+17,450
28
$888K 0.94%
+9,320
29
$863K 0.92%
+7,398
30
$851K 0.9%
+22,327
31
$804K 0.85%
+7,920
32
$791K 0.84%
+5,997
33
$769K 0.82%
+57,708
34
$766K 0.81%
+48,539
35
$722K 0.77%
+4,793
36
$708K 0.75%
+29,017
37
$702K 0.75%
+13,023
38
$697K 0.74%
+8,417
39
$695K 0.74%
+6,100
40
$686K 0.73%
+9,176
41
$686K 0.73%
+5,729
42
$626K 0.66%
+13,739
43
$566K 0.6%
+5,159
44
$530K 0.56%
+4,651
45
$518K 0.55%
+9,217
46
$507K 0.54%
+9,640
47
$490K 0.52%
+16,541
48
$468K 0.5%
+2,483
49
$465K 0.49%
+1,739
50
$458K 0.49%
+3,496
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