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
$194M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$5.84M
3
+$5.18M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.61M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.45M

Top Sells

1
+$3.96M
2
+$2.07M
3
+$832K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$654K
5
VHT icon
Vanguard Health Care ETF
VHT
+$354K

Sector Composition

1 Technology 9.72%
2 Financials 6.48%
3 Communication Services 3.91%
4 Consumer Discretionary 3.59%
5 Healthcare 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.11%
4,560
77
$393K 0.1%
9,414
+2,700
78
$387K 0.1%
+4,097
79
$386K 0.1%
+12,747
80
$384K 0.1%
25,468
+7,500
81
$361K 0.1%
3,225
82
$355K 0.09%
+2,232
83
$353K 0.09%
+17,581
84
$352K 0.09%
937
-1,740
85
$352K 0.09%
+11,243
86
$342K 0.09%
35,123
+19,333
87
$340K 0.09%
+7,384
88
$327K 0.09%
147
-34
89
$315K 0.08%
1,810
90
$303K 0.08%
+6,445
91
$278K 0.07%
+8,011
92
$274K 0.07%
+6,680
93
$273K 0.07%
2,930
94
$257K 0.07%
+5,263
95
$256K 0.07%
+1,500
96
$251K 0.07%
+1,765
97
$245K 0.06%
1,953
98
$234K 0.06%
+1,713
99
$227K 0.06%
+11,861
100
$222K 0.06%
+1,452
1 2 3
4
5