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
$125M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.25M
3
+$1.06M
4
WFC icon
Wells Fargo
WFC
+$639K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$490K

Top Sells

1
+$1.13M
2
+$409K
3
+$366K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$321K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$276K

Sector Composition

1 Technology 7.09%
2 Financials 5.55%
3 Healthcare 4.5%
4 Real Estate 3.96%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.41%
9,496
+93
52
$533K 0.4%
9,860
+620
53
$522K 0.39%
3,079
+132
54
$498K 0.38%
9,765
+1,550
55
$497K 0.38%
6,796
+72
56
$490K 0.37%
+12,208
57
$473K 0.36%
17,140
-11,618
58
$457K 0.35%
14,858
+2,450
59
$443K 0.33%
12,398
+174
60
$426K 0.32%
4,876
-4,683
61
$425K 0.32%
+4,960
62
$415K 0.31%
6,242
-1,122
63
$409K 0.31%
4,144
64
$358K 0.27%
999
+40
65
$354K 0.27%
12,249
-240
66
$340K 0.26%
82,920
-360
67
$334K 0.25%
178
+12
68
$321K 0.24%
24,660
69
$319K 0.24%
2,790
+129
70
$317K 0.24%
+4,760
71
$285K 0.22%
1,040
+54
72
$284K 0.21%
24,294
-258
73
$284K 0.21%
8,095
-2,975
74
$282K 0.21%
+4,534
75
$272K 0.21%
3,923
1 2
3
4 5