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
$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
+$988K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$982K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$753K

Top Sells

1
+$2.15M
2
+$2.07M
3
+$902K
4
VUG icon
Vanguard Growth ETF
VUG
+$853K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$688K

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 0.78%
6,125
-91
27
$1.2M 0.76%
3,139
-43
28
$1.18M 0.75%
86,960
-22,920
29
$1.16M 0.73%
23,053
+1,026
30
$1.08M 0.68%
6,321
+4,477
31
$1.07M 0.68%
39,075
+392
32
$991K 0.63%
13,480
+260
33
$979K 0.62%
+17,566
34
$976K 0.62%
31,420
-10,963
35
$964K 0.61%
19,270
-120
36
$929K 0.59%
3,021
-271
37
$914K 0.58%
3,109
-326
38
$909K 0.58%
14,940
-33,965
39
$900K 0.57%
2,677
-2,067
40
$857K 0.54%
10,823
-117
41
$847K 0.54%
14,356
-205
42
$799K 0.51%
5,413
-217
43
$792K 0.5%
6,382
-58
44
$757K 0.48%
2,260
-6,492
45
$727K 0.46%
8,901
-27
46
$722K 0.46%
5,702
+883
47
$706K 0.45%
3,585
-91
48
$677K 0.43%
2,067
+194
49
$587K 0.37%
2,111
-1,133
50
$581K 0.37%
24,706
+4,525
1
2
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