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
$237M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$5.31M
3
+$4.96M
4
FSK icon
FS KKR Capital
FSK
+$2.1M
5
CPNG icon
Coupang
CPNG
+$592K

Top Sells

1
+$2.21M
2
+$1.75M
3
+$568K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$290K
5
AAPL icon
Apple
AAPL
+$212K

Sector Composition

1 Technology 8.49%
2 Financials 8.01%
3 Healthcare 3.55%
4 Communication Services 3.53%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$831K 0.18%
20,158
+2,579
52
$809K 0.18%
30,476
+4,352
53
$805K 0.18%
4,124
+588
54
$784K 0.17%
57,676
+8,328
55
$782K 0.17%
3,834
+230
56
$776K 0.17%
20,729
+2,989
57
$768K 0.17%
3,386
+78
58
$753K 0.17%
8,901
59
$748K 0.17%
55,716
+4,833
60
$732K 0.16%
14,708
+2,441
61
$732K 0.16%
1,590
+53
62
$726K 0.16%
5,429
+16
63
$643K 0.14%
6,255
+1,430
64
$643K 0.14%
8,271
+948
65
$626K 0.14%
10,781
+1,398
66
$622K 0.14%
6,272
+1,451
67
$612K 0.14%
6,712
+889
68
$602K 0.13%
1,965
+6
69
$592K 0.13%
+14,163
70
$571K 0.13%
13,996
+2,125
71
$559K 0.12%
11,725
+1,834
72
$555K 0.12%
2,451
-600
73
$540K 0.12%
4,420
+60
74
$514K 0.11%
1,452
-170
75
$514K 0.11%
2,309
+335
1 2
3
4 5