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
$125M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.25M
3
+$1.06M
4
WFC icon
Wells Fargo
WFC
+$639K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$490K

Top Sells

1
+$1.13M
2
+$409K
3
+$366K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$321K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$276K

Sector Composition

1 Technology 7.09%
2 Financials 5.55%
3 Healthcare 4.5%
4 Real Estate 3.96%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.9%
77,212
-1,458
27
$1.16M 0.87%
8,638
+351
28
$1.06M 0.8%
6,095
+26
29
$1.03M 0.78%
94,650
+5,049
30
$981K 0.74%
3,708
+154
31
$935K 0.71%
5,005
-1,116
32
$926K 0.7%
34,815
+633
33
$905K 0.68%
10,071
+3,359
34
$887K 0.67%
14,562
+782
35
$879K 0.66%
10,986
-4,571
36
$874K 0.66%
18,468
+13,511
37
$810K 0.61%
9,207
+29
38
$795K 0.6%
5,526
-477
39
$791K 0.6%
17,450
40
$774K 0.58%
4,009
+192
41
$754K 0.57%
5,775
+1,610
42
$750K 0.57%
5,630
-470
43
$735K 0.56%
5,263
+300
44
$678K 0.51%
5,448
+1
45
$678K 0.51%
4,539
-838
46
$664K 0.5%
1,807
+14
47
$623K 0.47%
14,647
-46
48
$620K 0.47%
3,332
-955
49
$585K 0.44%
5,257
-2,481
50
$574K 0.43%
9,462
+693
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2
3 4 5