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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$1.34M
3
+$1.26M
4
FSK icon
FS KKR Capital
FSK
+$736K
5
WBA
Walgreens Boots Alliance
WBA
+$598K

Top Sells

1
+$5.51M
2
+$3.73M
3
+$2.95M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$2.25M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.9M

Sector Composition

1 Technology 10.85%
2 Financials 5.87%
3 Healthcare 4.06%
4 Communication Services 4.05%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.6%
13,757
-13,924
27
$1.26M 0.58%
+98,122
28
$1.25M 0.57%
4,227
+119
29
$1.2M 0.55%
6,216
+79
30
$1.16M 0.53%
3,182
-3
31
$1.16M 0.53%
5,099
+242
32
$1.08M 0.49%
22,027
+10,607
33
$1.04M 0.48%
109,880
-13,280
34
$1.01M 0.46%
38,683
+891
35
$935K 0.43%
13,220
+680
36
$933K 0.43%
3,292
+2,097
37
$882K 0.4%
1,939
+56
38
$853K 0.39%
4,221
-141
39
$827K 0.38%
14,561
-547
40
$807K 0.37%
10,940
+46
41
$803K 0.37%
3,244
+461
42
$796K 0.36%
5,630
-21
43
$741K 0.34%
3,435
+258
44
$718K 0.33%
6,440
+448
45
$711K 0.32%
8,928
46
$652K 0.3%
6,543
-357
47
$640K 0.29%
3,676
-82
48
$598K 0.27%
+14,102
49
$578K 0.26%
4,819
+766
50
$554K 0.25%
1,537
+71
1
2
3 4 5