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
$286M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$7.36M
3
+$6.2M
4
NCNO icon
nCino
NCNO
+$5.29M
5
FSK icon
FS KKR Capital
FSK
+$1.66M

Top Sells

1
+$23.1M
2
+$1.3M
3
+$819K
4
AMZN icon
Amazon
AMZN
+$416K
5
IVT icon
InvenTrust Properties
IVT
+$276K

Sector Composition

1 Technology 8.33%
2 Financials 6.52%
3 Real Estate 2.21%
4 Communication Services 1.88%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.28%
18,318
+1,032
27
$1.37M 0.28%
12,560
+640
28
$1.31M 0.27%
26,874
+1,746
29
$1.2M 0.25%
38,519
+1,777
30
$1.18M 0.24%
26,293
-527
31
$1.18M 0.24%
3,727
+112
32
$1.17M 0.24%
45,588
-31,951
33
$1.1M 0.23%
5,603
+89
34
$1.1M 0.23%
12,058
+722
35
$1.08M 0.22%
19,848
+1,332
36
$1.04M 0.22%
9,273
+898
37
$1.01M 0.21%
66,400
+2,900
38
$1M 0.21%
11,486
+1,167
39
$998K 0.21%
2,321
40
$992K 0.21%
6,150
+450
41
$986K 0.2%
20,290
+1,330
42
$969K 0.2%
5,755
+429
43
$965K 0.2%
13,687
+171
44
$962K 0.2%
45,879
-8,925
45
$942K 0.19%
86,335
+7,387
46
$939K 0.19%
9,512
+774
47
$896K 0.19%
10,575
+630
48
$832K 0.17%
26,950
+2,394
49
$830K 0.17%
14,094
-22,139
50
$828K 0.17%
7,656
+732
1
2
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