FWM
Foresight Wealth Management Portfolio holdings
AUM
$6.98M
This Quarter Return
+6.03%
1 Year Return
-5.06%
3 Year Return
+5.82%
5 Year Return
–
10 Year Return
–
AUM
$6.98M
AUM Growth
-$228M
(-97%)
Cap. Flow
-$231M
Cap. Flow
% of AUM
-3,305.94%
Top 10 Holdings %
Top 10 Hldgs %
86.08%
Holding
110
New
–
Increased
–
Reduced
15
Closed
95
Top Buys
No buys this quarter
Top Sells
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$48.4M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$33.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$13.1M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$12M |
| 5 |
Apple
AAPL
|
$10.9M |
Sector Composition
| 1 | Technology | 11.9% |
| 2 | Financials | 8.6% |
| 3 | Real Estate | 2.85% |
| 4 | Energy | 0% |
| 5 | Healthcare | 0% |
