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
$201M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.13M
3
+$964K
4
IRM icon
Iron Mountain
IRM
+$597K
5
LYB icon
LyondellBasell Industries
LYB
+$502K

Top Sells

1
+$9.16M
2
+$2.71M
3
+$921K
4
AAPL icon
Apple
AAPL
+$665K
5
DD icon
DuPont de Nemours
DD
+$575K

Sector Composition

1 Technology 8.75%
2 Financials 7.47%
3 Communication Services 3.7%
4 Healthcare 3.66%
5 Consumer Discretionary 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$472K 0.12%
55,412
+625
77
$450K 0.11%
4,360
-200
78
$450K 0.11%
7,600
-7,040
79
$440K 0.11%
3,916
+66
80
$428K 0.11%
+4,821
81
$408K 0.1%
1,974
-4,458
82
$399K 0.1%
6,863
-1,502
83
$391K 0.1%
+2,151
84
$373K 0.09%
937
85
$366K 0.09%
3,225
86
$354K 0.09%
9,274
-140
87
$312K 0.08%
11,182
-502
88
$287K 0.07%
2,930
89
$287K 0.07%
3,087
-1,275
90
$267K 0.07%
+4,787
91
$256K 0.06%
16,400
+6,400
92
$245K 0.06%
1,953
93
$241K 0.06%
17,968
-7,500
94
$235K 0.06%
1,713
95
$229K 0.06%
11,861
96
$226K 0.06%
2,346
97
$224K 0.06%
+2,594
98
$222K 0.06%
1,452
99
$157K 0.04%
6,041
-709
100
$138K 0.04%
2,466
-281
1 2 3
4
5