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
$112M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.1M
3
+$1.88M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.23M

Top Sells

1
+$1.27M
2
+$1.03M
3
+$948K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$721K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$426K

Sector Composition

1 Technology 7.4%
2 Healthcare 5.36%
3 Financials 5.24%
4 Real Estate 4.45%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$542K 0.47%
9,240
+1,040
52
$538K 0.47%
2,947
+223
53
$536K 0.47%
4,165
-486
54
$529K 0.46%
8,769
+1,473
55
$475K 0.41%
6,724
-552
56
$471K 0.41%
7,364
-2,276
57
$430K 0.37%
12,224
-441
58
$424K 0.37%
8,322
-20,138
59
$412K 0.36%
8,215
-5,524
60
$410K 0.36%
4,144
-444
61
$381K 0.33%
12,408
+756
62
$374K 0.32%
83,280
+10,960
63
$371K 0.32%
11,070
-5,471
64
$369K 0.32%
3,633
-9,329
65
$363K 0.32%
12,489
-3,970
66
$317K 0.28%
10,474
-1,724
67
$312K 0.27%
+24,660
68
$290K 0.25%
+166
69
$290K 0.25%
959
+183
70
$280K 0.24%
+986
71
$277K 0.24%
+24,552
72
$276K 0.24%
+2,661
73
$276K 0.24%
8,314
-1,103
74
$266K 0.23%
3,923
+83
75
$261K 0.23%
+1,586
1 2
3
4 5