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
$194M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$5.84M
3
+$5.18M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.61M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.45M

Top Sells

1
+$3.96M
2
+$2.07M
3
+$832K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$654K
5
VHT icon
Vanguard Health Care ETF
VHT
+$354K

Sector Composition

1 Technology 9.72%
2 Financials 6.48%
3 Communication Services 3.91%
4 Consumer Discretionary 3.59%
5 Healthcare 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$649K 0.17%
2,789
-320
52
$627K 0.17%
7,427
+2,894
53
$589K 0.16%
1,877
-234
54
$584K 0.15%
3,850
55
$575K 0.15%
8,082
+3,629
56
$575K 0.15%
19,060
-5,646
57
$556K 0.15%
1,546
-138
58
$553K 0.15%
25,447
+8,537
59
$549K 0.15%
4,323
+1,911
60
$522K 0.14%
1,914
-438
61
$518K 0.14%
4,421
+2,116
62
$498K 0.13%
11,380
+5,660
63
$491K 0.13%
8,365
-956
64
$480K 0.13%
4,760
65
$468K 0.12%
7,552
-181
66
$462K 0.12%
+5,845
67
$455K 0.12%
3,114
+1,181
68
$449K 0.12%
+9,593
69
$449K 0.12%
+12,062
70
$437K 0.12%
+6,852
71
$425K 0.11%
+5,719
72
$424K 0.11%
4,362
-15
73
$418K 0.11%
42,918
+21,200
74
$415K 0.11%
4,960
75
$411K 0.11%
54,787
-19,988
1 2
3
4 5