FWM

Foresight Wealth Management Portfolio holdings

AUM $6.98M
1-Year Est. Return 13.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-13.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.48M
3
+$1.94M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.73M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.23M

Top Sells

1
+$4.2M
2
+$1.33M
3
+$639K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
VTV icon
Vanguard Value ETF
VTV
+$440K

Sector Composition

1 Technology 8.24%
2 Financials 5.55%
3 Healthcare 3.91%
4 Communication Services 3.11%
5 Real Estate 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.35%
3,682
-1,346
52
$500K 0.35%
3,591
-1,431
53
$459K 0.32%
4,960
54
$419K 0.29%
5,776
-397
55
$395K 0.28%
1,224
+126
56
$381K 0.27%
29,760
+750
57
$375K 0.26%
26,382
+1,035
58
$358K 0.25%
11,603
-643
59
$358K 0.25%
2,833
+388
60
$351K 0.25%
4,760
61
$347K 0.24%
1,244
+57
62
$344K 0.24%
3,176
+189
63
$339K 0.24%
11,034
+1,448
64
$329K 0.23%
4,534
65
$326K 0.23%
1,643
-1,094
66
$307K 0.21%
1,931
-1,377
67
$304K 0.21%
1,542
+66
68
$293K 0.2%
7,574
-196
69
$292K 0.2%
1,810
70
$292K 0.2%
9,476
-3,719
71
$291K 0.2%
2,441
-1,490
72
$290K 0.2%
141
-48
73
$290K 0.2%
9,839
-103
74
$270K 0.19%
5,600
75
$264K 0.18%
3,498
1 2
3
4 5