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

Top Buys

1
+$11.5M
2
+$1.13M
3
+$964K
4
IRM icon
Iron Mountain
IRM
+$597K
5
LYB icon
LyondellBasell Industries
LYB
+$502K

Top Sells

1
+$9.16M
2
+$2.71M
3
+$921K
4
AAPL icon
Apple
AAPL
+$665K
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 0.46%
21,893
-799
27
$1.74M 0.44%
16,627
+9,200
28
$1.71M 0.43%
26,174
-2,072
29
$1.62M 0.41%
31,665
+8
30
$1.6M 0.41%
4,492
+20
31
$1.22M 0.31%
11,780
-580
32
$1.22M 0.31%
4,136
-296
33
$1.21M 0.31%
16,405
+5,581
34
$1.19M 0.3%
5,605
-232
35
$1.18M 0.3%
13,794
-428
36
$1.14M 0.29%
38,977
-1,277
37
$1.01M 0.26%
5,467
-148
38
$1.01M 0.26%
18,695
+7
39
$994K 0.25%
2,689
-450
40
$952K 0.24%
1,824
+6
41
$942K 0.24%
70,600
-1,720
42
$878K 0.22%
5,767
+1,444
43
$827K 0.21%
1,528
-82
44
$784K 0.2%
3,604
-1,330
45
$769K 0.2%
33,623
+8,176
46
$764K 0.19%
16,480
+5,100
47
$754K 0.19%
8,901
48
$753K 0.19%
5,413
49
$750K 0.19%
3,308
+519
50
$736K 0.19%
11,106
+4,254
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2
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