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
$127M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$910K
3
+$776K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$685K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$633K

Top Sells

1
+$580K
2
+$438K
3
+$383K
4
XOM icon
Exxon Mobil
XOM
+$238K
5
BDX icon
Becton Dickinson
BDX
+$229K

Sector Composition

1 Technology 7.6%
2 Financials 5.86%
3 Real Estate 4.1%
4 Healthcare 3.86%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.89%
23,437
-1,100
27
$1.2M 0.87%
10,763
-3,925
28
$1.15M 0.83%
79,647
+2,435
29
$1.06M 0.76%
6,140
+45
30
$1.05M 0.76%
6,299
-2,302
31
$1.03M 0.74%
3,785
+77
32
$940K 0.68%
35,098
+283
33
$935K 0.67%
18,534
+66
34
$885K 0.64%
17,451
+1
35
$879K 0.63%
10,948
-38
36
$863K 0.62%
9,209
+2
37
$860K 0.62%
14,426
-136
38
$800K 0.58%
5,630
39
$772K 0.56%
4,087
-918
40
$735K 0.53%
4,126
+117
41
$711K 0.51%
5,460
+197
42
$676K 0.49%
5,022
-504
43
$648K 0.47%
5,028
-747
44
$647K 0.47%
5,459
+11
45
$633K 0.46%
+12,385
46
$627K 0.45%
10,280
+420
47
$590K 0.43%
9,780
+284
48
$580K 0.42%
9,471
+9
49
$538K 0.39%
3,219
+140
50
$498K 0.36%
2,737
-595
1
2
3 4 5