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
$226M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.47M
3
+$1.22M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$786K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$581K

Top Sells

1
+$3.29M
2
+$2.55M
3
+$2.22M
4
FSK icon
FS KKR Capital
FSK
+$768K
5
AEP icon
American Electric Power
AEP
+$753K

Sector Composition

1 Technology 8.81%
2 Financials 7.75%
3 Communication Services 3.09%
4 Consumer Discretionary 2.38%
5 Real Estate 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.15%
4,973
-142
52
$697K 0.14%
56,292
-1,384
53
$694K 0.14%
4,006
-118
54
$678K 0.14%
14,187
-521
55
$674K 0.14%
50,673
-5,043
56
$634K 0.13%
2,451
57
$627K 0.13%
6,681
+426
58
$620K 0.12%
1,872
-93
59
$606K 0.12%
1,537
-53
60
$606K 0.12%
7,718
-553
61
$603K 0.12%
3,921
+87
62
$591K 0.12%
7,874
-9,371
63
$588K 0.12%
6,202
-70
64
$542K 0.11%
10,239
-542
65
$535K 0.11%
26,146
+7,412
66
$532K 0.11%
+25,654
67
$524K 0.11%
3,536
+150
68
$522K 0.1%
67,502
+19,529
69
$518K 0.1%
6,331
-381
70
$505K 0.1%
86,402
+24,084
71
$505K 0.1%
13,711
-285
72
$504K 0.1%
11,081
-644
73
$502K 0.1%
1,402
-50
74
$498K 0.1%
2,242
-67
75
$456K 0.09%
7,600
1 2
3
4 5