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
$125M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.25M
3
+$1.06M
4
WFC icon
Wells Fargo
WFC
+$639K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$490K

Top Sells

1
+$1.13M
2
+$409K
3
+$366K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$321K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$276K

Sector Composition

1 Technology 7.09%
2 Financials 5.55%
3 Healthcare 4.5%
4 Real Estate 3.96%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.2%
+1,810
77
$259K 0.2%
7,491
-823
78
$258K 0.19%
5,057
-3,265
79
$256K 0.19%
+5,600
80
$253K 0.19%
8,001
-2,473
81
$249K 0.19%
9,840
+197
82
$241K 0.18%
2,930
83
$239K 0.18%
1,368
+84
84
$238K 0.18%
3,100
+179
85
$232K 0.18%
2,279
-1,354
86
$230K 0.17%
5,943
87
$229K 0.17%
930
88
$229K 0.17%
1,954
+368
89
$224K 0.17%
5,229
-400
90
$223K 0.17%
+2,760
91
$218K 0.16%
3,959
-852
92
$217K 0.16%
11,203
-520
93
$212K 0.16%
+1,935
94
$207K 0.16%
2,346
95
$202K 0.15%
3,740
+140
96
$196K 0.15%
62,469
-6,120
97
$170K 0.13%
3,257
+322
98
$152K 0.11%
10,329
-2,637
99
$152K 0.11%
7,583
-2
100
$38K 0.03%
40,170
-2,000
1 2 3
4
5