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
$226M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.5M
3
+$1.22M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$810K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$597K

Top Sells

1
+$3.29M
2
+$2.55M
3
+$2.22M
4
FSK icon
FS KKR Capital
FSK
+$769K
5
AEP icon
American Electric Power
AEP
+$753K

Sector Composition

1 Technology 8.81%
2 Financials 7.75%
3 Communication Services 3.09%
4 Consumer Discretionary 2.38%
5 Real Estate 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.7%
30,914
-1,212
27
$1.54M 0.68%
11,600
-180
28
$1.4M 0.62%
67,670
-3,010
29
$1.36M 0.6%
3,997
-121
30
$1.31M 0.58%
20,346
-3,229
31
$1.25M 0.55%
5,600
-66
32
$1.23M 0.54%
3,522
-1,011
33
$1.18M 0.52%
13,582
-67
34
$1.1M 0.49%
36,701
-1,996
35
$1.03M 0.46%
6,291
-379
36
$987K 0.44%
18,120
-753
37
$958K 0.42%
1,440
-83
38
$928K 0.41%
2,690
39
$919K 0.41%
18,960
-570
40
$900K 0.4%
14,750
-6,270
41
$871K 0.38%
18,769
+310
42
$862K 0.38%
13,934
-944
43
$848K 0.37%
19,518
-373
44
$817K 0.36%
12,922
-264
45
$808K 0.36%
19,042
-1,116
46
$793K 0.35%
3,047
+23
47
$778K 0.34%
19,813
-916
48
$762K 0.34%
29,390
-1,086
49
$746K 0.33%
4,408
-1,214
50
$744K 0.33%
36,475
-2,639
1
2
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