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
$201M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.1M
3
+$898K
4
IRM icon
Iron Mountain
IRM
+$540K
5
TDOC icon
Teladoc Health
TDOC
+$499K

Top Sells

1
+$9.17M
2
+$2.71M
3
+$902K
4
AAPL icon
Apple
AAPL
+$699K
5
DD icon
DuPont de Nemours
DD
+$575K

Sector Composition

1 Technology 8.75%
2 Financials 7.47%
3 Communication Services 3.7%
4 Healthcare 3.66%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.89%
21,893
-799
27
$1.74M 0.87%
16,627
+9,200
28
$1.71M 0.85%
26,174
-2,072
29
$1.62M 0.81%
31,665
+8
30
$1.6M 0.79%
4,492
+20
31
$1.22M 0.6%
11,780
-580
32
$1.22M 0.6%
4,136
-296
33
$1.21M 0.6%
16,405
+5,581
34
$1.19M 0.59%
5,605
-232
35
$1.18M 0.59%
13,794
-428
36
$1.14M 0.57%
38,977
-1,277
37
$1.01M 0.5%
5,467
-148
38
$1.01M 0.5%
18,695
+7
39
$994K 0.49%
2,689
-450
40
$952K 0.47%
18,240
+60
41
$942K 0.47%
70,600
-1,720
42
$878K 0.44%
5,767
+1,444
43
$827K 0.41%
1,528
-82
44
$784K 0.39%
3,604
-1,330
45
$769K 0.38%
33,623
+8,176
46
$764K 0.38%
16,480
+5,100
47
$754K 0.37%
8,901
48
$753K 0.37%
5,413
49
$750K 0.37%
3,308
+519
50
$736K 0.37%
11,106
+4,254
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