FWM
Foresight Wealth Management Portfolio holdings
AUM
$6.98M
This Quarter Return
+3.79%
1 Year Return
-5.06%
3 Year Return
+5.82%
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+17%)
Cap. Flow
+$23.8M
Cap. Flow
% of AUM
15.09%
Top 10 Holdings %
Top 10 Hldgs %
58.56%
Holding
109
New
12
Increased
30
Reduced
38
Closed
17
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$12.7M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$6.37M |
| 3 |
FS KKR Capital
FSK
|
$1M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
$979K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$762K |
Top Sells
Sector Composition
| 1 | Technology | 10.92% |
| 2 | Financials | 6.54% |
| 3 | Communication Services | 3.91% |
| 4 | Consumer Discretionary | 3.77% |
| 5 | Healthcare | 3.61% |
