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
$143M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.59M
3
+$1.94M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.76M
5
LMT icon
Lockheed Martin
LMT
+$1.24M

Top Sells

1
+$4.2M
2
+$1.33M
3
+$675K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$504K
5
VUG icon
Vanguard Growth ETF
VUG
+$459K

Sector Composition

1 Technology 8.24%
2 Financials 5.55%
3 Healthcare 3.91%
4 Communication Services 3.11%
5 Real Estate 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.16%
2,814
-1,658
77
$254K 0.16%
3,800
+220
78
$251K 0.15%
+1,962
79
$249K 0.15%
2,930
80
$244K 0.15%
6,936
81
$238K 0.15%
8,442
-1,417
82
$228K 0.14%
2,856
-2,018
83
$227K 0.14%
6,780
-599
84
$227K 0.14%
+4,507
85
$224K 0.14%
2,760
86
$222K 0.14%
+4,753
87
$219K 0.13%
1,752
-164
88
$217K 0.13%
11,480
+11,352
89
$215K 0.13%
+1,722
90
$214K 0.13%
2,346
91
$205K 0.13%
+10,200
92
$203K 0.13%
5,202
-691
93
$202K 0.12%
1,979
-1,472
94
$201K 0.12%
+1,900
95
$174K 0.11%
3,124
-75
96
$140K 0.09%
7,345
-251
97
$85K 0.05%
+11,658
98
$69K 0.04%
36,278
99
$58K 0.04%
1,000
+500
100
$54K 0.03%
646
+7
1 2 3
4
5