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
$91M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.48M
3
+$4.54M
4
VTV icon
Vanguard Value ETF
VTV
+$3.58M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.64%
2 Healthcare 5.95%
3 Financials 4.39%
4 Real Estate 4.03%
5 Communication Services 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$453K 0.48%
+7,276
52
$425K 0.45%
+8,200
53
$407K 0.43%
+37,331
54
$405K 0.43%
+16,459
55
$395K 0.42%
+4,588
56
$393K 0.42%
+7,296
57
$373K 0.4%
+2,724
58
$369K 0.39%
+8,573
59
$355K 0.38%
+7,609
60
$354K 0.38%
+11,652
61
$354K 0.38%
+1,416
62
$353K 0.37%
+12,665
63
$338K 0.36%
+6,492
64
$336K 0.36%
+18,711
65
$329K 0.35%
+12,198
66
$313K 0.33%
+8,458
67
$302K 0.32%
+8,016
68
$275K 0.29%
+9,417
69
$246K 0.26%
+2,263
70
$241K 0.26%
+72,320
71
$233K 0.25%
+1,781
72
$232K 0.25%
+3,840
73
$229K 0.24%
+10,642
74
$228K 0.24%
+4,957
75
$227K 0.24%
+4,516
1 2
3
4