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
$201M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.13M
3
+$964K
4
IRM icon
Iron Mountain
IRM
+$597K
5
LYB icon
LyondellBasell Industries
LYB
+$502K

Top Sells

1
+$9.16M
2
+$2.71M
3
+$921K
4
AAPL icon
Apple
AAPL
+$665K
5
DD icon
DuPont de Nemours
DD
+$575K

Sector Composition

1 Technology 8.75%
2 Financials 7.47%
3 Communication Services 3.7%
4 Healthcare 3.66%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$731K 0.19%
3,009
-56
52
$721K 0.18%
4,473
+1,359
53
$721K 0.18%
18,459
-601
54
$699K 0.18%
50,883
+7,965
55
$694K 0.18%
12,647
+3,054
56
$680K 0.17%
17,579
+4,832
57
$679K 0.17%
3,051
-177
58
$661K 0.17%
21,581
-123
59
$659K 0.17%
49,348
+14,225
60
$619K 0.16%
26,124
+8,543
61
$609K 0.15%
3,536
+1,304
62
$597K 0.15%
+16,137
63
$596K 0.15%
17,740
+6,497
64
$577K 0.15%
7,323
+1,604
65
$574K 0.15%
1,537
-9
66
$568K 0.14%
386
-29
67
$547K 0.14%
12,267
+4,883
68
$518K 0.13%
1,622
-255
69
$506K 0.13%
9,891
+3,211
70
$502K 0.13%
+4,825
71
$498K 0.13%
5,823
+1,726
72
$483K 0.12%
1,959
+45
73
$480K 0.12%
9,383
+2,938
74
$477K 0.12%
7,552
75
$475K 0.12%
11,871
+3,860
1 2
3
4 5