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
$158M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.37M
3
+$1M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$979K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$762K

Top Sells

1
+$2.17M
2
+$2.07M
3
+$898K
4
VUG icon
Vanguard Growth ETF
VUG
+$853K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$695K

Sector Composition

1 Technology 10.92%
2 Financials 6.54%
3 Communication Services 3.91%
4 Consumer Discretionary 3.77%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.41%
6,125
-91
27
$1.2M 0.4%
3,139
-43
28
$1.18M 0.39%
86,960
-22,920
29
$1.16M 0.39%
23,053
+1,026
30
$1.08M 0.36%
6,321
+4,477
31
$1.07M 0.36%
39,075
+392
32
$991K 0.33%
13,480
+260
33
$979K 0.33%
+17,566
34
$976K 0.33%
31,420
-10,963
35
$964K 0.32%
1,927
-12
36
$929K 0.31%
3,021
-271
37
$914K 0.31%
3,109
-326
38
$909K 0.3%
14,940
-33,965
39
$900K 0.3%
2,677
-2,067
40
$857K 0.29%
10,823
-117
41
$847K 0.28%
14,356
-205
42
$799K 0.27%
5,413
-217
43
$792K 0.27%
6,382
-58
44
$757K 0.25%
2,260
-6,492
45
$727K 0.24%
8,901
-27
46
$722K 0.24%
5,702
+883
47
$706K 0.24%
3,585
-91
48
$677K 0.23%
2,067
+194
49
$587K 0.2%
2,111
-1,133
50
$581K 0.19%
24,706
+4,525
1
2
3 4 5