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
$118M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.03M
3
+$893K
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$347K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$304K

Top Sells

1
+$1.98M
2
+$984K
3
+$439K
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$349K
5
LVHB
Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
+$293K

Sector Composition

1 Technology 8.95%
2 Financials 5.38%
3 Healthcare 4.05%
4 Communication Services 3.59%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K 0.16%
2,884
+124
77
$227K 0.16%
169
+28
78
$225K 0.16%
4,502
-5
79
$225K 0.16%
10,213
+374
80
$211K 0.15%
5,600
81
$202K 0.14%
3,498
82
$122K 0.08%
3,085
-39
83
$52K 0.04%
7,395
+50
84
$51K 0.04%
11,658
85
$48K 0.03%
11,317
-286
86
$42K 0.03%
35,878
-400
87
$12K 0.01%
30,670
88
$1K ﹤0.01%
20,050
89
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90
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91
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92
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93
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94
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95
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96
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97
– –
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98
– –
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99
– –
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100
– –
-96
1 2 3
4
5