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
$286M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$7.36M
3
+$6.2M
4
NCNO icon
nCino
NCNO
+$5.29M
5
FSK icon
FS KKR Capital
FSK
+$1.66M

Top Sells

1
+$23.1M
2
+$1.3M
3
+$819K
4
AMZN icon
Amazon
AMZN
+$416K
5
IVT icon
InvenTrust Properties
IVT
+$276K

Sector Composition

1 Technology 8.33%
2 Financials 6.52%
3 Real Estate 2.21%
4 Communication Services 1.88%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$790K 0.16%
20,080
+1,976
52
$782K 0.16%
+22,884
53
$770K 0.16%
9,108
+632
54
$763K 0.16%
20,014
+1,393
55
$744K 0.15%
3,315
+588
56
$742K 0.15%
15,451
-286
57
$735K 0.15%
18,771
58
$710K 0.15%
17,889
+26
59
$698K 0.14%
67,013
+5,246
60
$657K 0.14%
15,718
+1,222
61
$654K 0.14%
21,015
+1,783
62
$645K 0.13%
15,411
+1,341
63
$580K 0.12%
12,653
+1,378
64
$520K 0.11%
21,125
-10,457
65
$426K 0.09%
1,562
+175
66
$415K 0.09%
2,067
+192
67
$412K 0.09%
3,780
+560
68
$402K 0.08%
2,133
+152
69
$401K 0.08%
+9,828
70
$401K 0.08%
+1,800
71
$397K 0.08%
1,677
+219
72
$394K 0.08%
11,802
-1,428
73
$391K 0.08%
4,147
-145
74
$363K 0.08%
958
+63
75
$362K 0.07%
12,011
+3,844
1 2
3
4 5