FWM
Foresight Wealth Management Portfolio holdings
AUM
$6.98M
This Quarter Return
+6.55%
1 Year Return
-5.06%
3 Year Return
+5.82%
5 Year Return
–
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+12%)
Cap. Flow
+$6.88M
Cap. Flow
% of AUM
4.8%
Top 10 Holdings %
Top 10 Hldgs %
51.13%
Holding
120
New
9
Increased
47
Reduced
35
Closed
8
Top Buys
| 1 |
Global X US Preferred ETF
PFFD
|
$4.82M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.59M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.94M |
| 4 |
ProShares Investment Grade-Interest Rate Hedged
IGHG
|
$1.76M |
| 5 |
Lockheed Martin
LMT
|
$1.24M |
Top Sells
| 1 |
SPDR ICE Preferred Securities ETF
PSK
|
$4.2M |
| 2 |
RTL
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
|
$1.33M |
| 3 |
LAND
Gladstone Land Corp
LAND
|
$675K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$504K |
| 5 |
Vanguard Growth ETF
VUG
|
$459K |
Sector Composition
| 1 | Technology | 8.24% |
| 2 | Financials | 5.55% |
| 3 | Healthcare | 3.91% |
| 4 | Communication Services | 3.11% |
| 5 | Real Estate | 2.34% |
