FWM

Foresight Wealth Management Portfolio holdings

AUM $6.98M
1-Year Est. Return 13.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-13.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.48M
3
+$1.94M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.73M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.23M

Top Sells

1
+$4.2M
2
+$1.33M
3
+$639K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
VTV icon
Vanguard Value ETF
VTV
+$440K

Sector Composition

1 Technology 8.24%
2 Financials 5.55%
3 Healthcare 3.91%
4 Communication Services 3.11%
5 Real Estate 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.9%
24,536
+1,099
27
$1.24M 0.87%
+3,182
28
$1.13M 0.79%
5,991
-149
29
$1.11M 0.78%
3,735
-50
30
$1.05M 0.74%
16,415
-1,036
31
$1.03M 0.72%
78,666
-981
32
$997K 0.7%
18,539
+5
33
$965K 0.67%
35,583
+485
34
$950K 0.66%
10,948
35
$946K 0.66%
14,667
+241
36
$871K 0.61%
9,213
+4
37
$863K 0.6%
4,204
+78
38
$833K 0.58%
6,951
-3,812
39
$803K 0.56%
5,553
+93
40
$774K 0.54%
5,630
41
$748K 0.52%
3,517
-570
42
$716K 0.5%
10,700
+420
43
$714K 0.5%
3,366
+147
44
$688K 0.48%
3,778
-2,521
45
$685K 0.48%
10,425
+954
46
$647K 0.45%
5,372
-87
47
$601K 0.42%
9,787
+7
48
$567K 0.4%
96,400
+8,280
49
$563K 0.39%
17,390
-530
50
$542K 0.38%
12,208
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