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

Top Buys

1
+$76.9M
2
+$7.37M
3
+$6.21M
4
NCNO icon
nCino
NCNO
+$6.04M
5
FSK icon
FS KKR Capital
FSK
+$1.82M

Top Sells

1
+$23.3M
2
+$1.31M
3
+$846K
4
AMZN icon
Amazon
AMZN
+$490K
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$289K

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 0.48%
18,318
+1,032
27
$1.37M 0.48%
12,560
+640
28
$1.31M 0.46%
26,874
+1,746
29
$1.2M 0.42%
38,519
+1,777
30
$1.18M 0.41%
26,293
-527
31
$1.18M 0.41%
3,727
+112
32
$1.17M 0.41%
45,588
-31,951
33
$1.1M 0.39%
5,603
+89
34
$1.1M 0.38%
12,058
+722
35
$1.08M 0.38%
19,848
+1,332
36
$1.04M 0.36%
9,273
+898
37
$1.01M 0.35%
66,400
+2,900
38
$1M 0.35%
11,486
+1,167
39
$998K 0.35%
2,321
40
$992K 0.35%
6,150
+450
41
$986K 0.34%
20,290
+1,330
42
$969K 0.34%
5,755
+429
43
$965K 0.34%
13,687
+171
44
$962K 0.34%
45,879
-8,925
45
$942K 0.33%
86,335
+7,387
46
$939K 0.33%
9,512
+774
47
$896K 0.31%
10,575
+630
48
$832K 0.29%
26,950
+2,394
49
$830K 0.29%
14,094
-22,139
50
$828K 0.29%
7,656
+732
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