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
$237M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$5.31M
3
+$4.96M
4
FSK icon
FS KKR Capital
FSK
+$2.1M
5
CPNG icon
Coupang
CPNG
+$592K

Top Sells

1
+$2.21M
2
+$1.75M
3
+$568K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$290K
5
AAPL icon
Apple
AAPL
+$212K

Sector Composition

1 Technology 8.49%
2 Financials 8.01%
3 Healthcare 3.55%
4 Communication Services 3.53%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$505K 0.11%
7,552
77
$486K 0.11%
3,916
78
$460K 0.1%
7,600
79
$415K 0.09%
44,185
-11,227
80
$405K 0.09%
2,437
+286
81
$403K 0.09%
9,149
-125
82
$400K 0.09%
3,225
83
$395K 0.09%
7,057
+194
84
$394K 0.09%
+29,712
85
$389K 0.09%
905
-32
86
$382K 0.08%
+47,973
87
$381K 0.08%
+62,318
88
$379K 0.08%
+18,734
89
$375K 0.08%
6,411
+1,624
90
$371K 0.08%
12,119
-9,462
91
$356K 0.08%
+22,754
92
$314K 0.07%
2,930
93
$312K 0.07%
10,418
-764
94
$297K 0.07%
+18,852
95
$294K 0.07%
+18,179
96
$294K 0.07%
+25,709
97
$294K 0.07%
+18,408
98
$292K 0.06%
3,072
-15
99
$276K 0.06%
1,903
-50
100
$252K 0.06%
17,968
2 3
4
5 6