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
$91M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.48M
3
+$4.54M
4
VTV icon
Vanguard Value ETF
VTV
+$3.58M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.64%
2 Healthcare 5.95%
3 Financials 4.39%
4 Real Estate 4.03%
5 Communication Services 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$226K 0.24%
+776
77
$225K 0.24%
+10,500
78
$225K 0.24%
+6,696
79
$223K 0.24%
+2,750
80
$223K 0.24%
+6,725
81
$219K 0.23%
+76,734
82
$215K 0.23%
+1,602
83
$202K 0.21%
+2,346
84
$199K 0.21%
+14,809
85
$147K 0.16%
+7,847
86
$112K 0.12%
+3,089
87
$32K 0.03%
+911
88
$29K 0.03%
+44,490
89
$18K 0.02%
+211
1 2 3
4