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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$1.34M
3
+$1.26M
4
FSK icon
FS KKR Capital
FSK
+$736K
5
WBA
Walgreens Boots Alliance
WBA
+$598K

Top Sells

1
+$5.51M
2
+$3.73M
3
+$2.95M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$2.25M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.9M

Sector Composition

1 Technology 10.85%
2 Financials 5.87%
3 Healthcare 4.06%
4 Communication Services 4.05%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.25%
9,756
+21
52
$534K 0.24%
76,081
-8,346
53
$517K 0.24%
20,181
+1,642
54
$514K 0.23%
1,873
+251
55
$455K 0.21%
7,732
-7,847
56
$441K 0.2%
2,584
-812
57
$405K 0.18%
2,133
+186
58
$401K 0.18%
4,812
-731
59
$387K 0.18%
+393
60
$381K 0.17%
3,566
-49
61
$380K 0.17%
4,760
62
$366K 0.17%
4,960
63
$366K 0.17%
5,160
+840
64
$365K 0.17%
11,982
+1,165
65
$334K 0.15%
1,733
66
$331K 0.15%
+23,121
67
$310K 0.14%
1,554
-42
68
$304K 0.14%
1,839
-53
69
$296K 0.13%
186
+17
70
$296K 0.13%
+6,714
71
$289K 0.13%
1,844
+68
72
$273K 0.12%
+1,953
73
$273K 0.12%
5,396
+894
74
$271K 0.12%
1,810
75
$265K 0.12%
11,629
+1,416
1 2
3
4 5