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
$127M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$910K
3
+$776K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$685K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$633K

Top Sells

1
+$580K
2
+$438K
3
+$383K
4
XOM icon
Exxon Mobil
XOM
+$238K
5
BDX icon
Becton Dickinson
BDX
+$229K

Sector Composition

1 Technology 7.6%
2 Financials 5.86%
3 Real Estate 4.1%
4 Healthcare 3.86%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.2%
9,859
-2,390
77
$266K 0.19%
1,476
+108
78
$256K 0.18%
5,600
79
$256K 0.18%
7,350
-141
80
$251K 0.18%
2,445
+491
81
$250K 0.18%
3,498
-425
82
$243K 0.18%
2,930
83
$238K 0.17%
1,916
-19
84
$235K 0.17%
7,379
-622
85
$225K 0.16%
2,346
86
$224K 0.16%
5,893
-50
87
$224K 0.16%
2,760
88
$219K 0.16%
3,580
-160
89
$215K 0.16%
1,187
+147
90
$211K 0.15%
10,678
-525
91
$206K 0.15%
4,032
-1,025
92
$204K 0.15%
+5,557
93
$202K 0.15%
+6,936
94
$183K 0.13%
7,596
+13
95
$143K 0.1%
3,199
-58
96
$70K 0.05%
36,278
-26,191
97
$54K 0.04%
+639
98
$33K 0.02%
+1,302
99
$29K 0.02%
+500
100
$21K 0.02%
+321
1 2 3
4
5