FWM
Foresight Wealth Management Portfolio holdings
AUM
$6.98M
This Quarter Return
+0.97%
1 Year Return
-5.06%
3 Year Return
+5.82%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$2.69M
(+2.2%)
Cap. Flow
+$1.92M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
46.97%
Holding
116
New
15
Increased
43
Reduced
42
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$580K |
| 2 |
Vanguard Value ETF
VTV
|
$438K |
| 3 |
Vanguard Growth ETF
VUG
|
$383K |
| 4 |
Exxon Mobil
XOM
|
$238K |
| 5 |
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% |
