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
$158M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.37M
3
+$1M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$979K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$762K

Top Sells

1
+$2.17M
2
+$2.07M
3
+$898K
4
VUG icon
Vanguard Growth ETF
VUG
+$853K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$695K

Sector Composition

1 Technology 10.92%
2 Financials 6.54%
3 Communication Services 3.91%
4 Consumer Discretionary 3.77%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$556K 0.19%
2,352
+219
52
$555K 0.19%
9,321
-435
53
$530K 0.18%
490
+97
54
$506K 0.17%
1,684
+147
55
$466K 0.16%
7,733
+1
56
$452K 0.15%
+3,159
57
$419K 0.14%
4,377
-9,380
58
$411K 0.14%
4,760
59
$382K 0.13%
+3,850
60
$374K 0.13%
4,960
61
$367K 0.12%
74,775
-1,306
62
$364K 0.12%
16,910
+5,281
63
$354K 0.12%
1,733
64
$334K 0.11%
4,560
-600
65
$329K 0.11%
6,714
66
$326K 0.11%
4,533
+1,762
67
$310K 0.1%
181
-5
68
$296K 0.1%
1,810
69
$293K 0.1%
3,225
-1,587
70
$273K 0.09%
1,953
71
$270K 0.09%
17,968
-5,153
72
$259K 0.09%
+1,933
73
$251K 0.08%
1,804
-38
74
$247K 0.08%
+4,453
75
$240K 0.08%
+2,305
1 2
3
4 5