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
$127M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$910K
3
+$776K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$685K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$633K

Top Sells

1
+$580K
2
+$438K
3
+$383K
4
XOM icon
Exxon Mobil
XOM
+$238K
5
BDX icon
Becton Dickinson
BDX
+$229K

Sector Composition

1 Technology 7.6%
2 Financials 5.86%
3 Real Estate 4.1%
4 Healthcare 3.86%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$496K 0.36%
12,208
52
$490K 0.35%
3,308
-1,231
53
$480K 0.35%
1,792
-15
54
$447K 0.32%
12,246
-152
55
$444K 0.32%
3,931
-1,326
56
$434K 0.31%
4,960
57
$417K 0.3%
4,472
-404
58
$402K 0.29%
6,173
-69
59
$384K 0.28%
88,120
+5,200
60
$371K 0.27%
189
+11
61
$369K 0.27%
13,195
-3,945
62
$364K 0.26%
9,037
-5,610
63
$361K 0.26%
3,451
-693
64
$360K 0.26%
4,874
-1,922
65
$355K 0.26%
7,117
-2,648
66
$343K 0.25%
29,010
+4,716
67
$334K 0.24%
25,347
+687
68
$325K 0.23%
1,098
+99
69
$316K 0.23%
4,760
70
$309K 0.22%
2,987
+197
71
$295K 0.21%
9,586
-5,272
72
$289K 0.21%
4,534
73
$286K 0.21%
7,770
-325
74
$284K 0.2%
9,942
+102
75
$283K 0.2%
1,810
1 2
3
4 5