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
$226M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.47M
3
+$1.22M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$786K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$581K

Top Sells

1
+$3.29M
2
+$2.55M
3
+$2.22M
4
FSK icon
FS KKR Capital
FSK
+$768K
5
AEP icon
American Electric Power
AEP
+$753K

Sector Composition

1 Technology 8.81%
2 Financials 7.75%
3 Communication Services 3.09%
4 Consumer Discretionary 2.38%
5 Real Estate 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$454K 0.09%
+26,703
77
$416K 0.08%
+35,582
78
$414K 0.08%
3,100
-1,320
79
$410K 0.08%
25,922
+7,070
80
$406K 0.08%
25,066
+6,887
81
$402K 0.08%
25,355
+6,947
82
$400K 0.08%
14,352
+189
83
$391K 0.08%
3,186
-39
84
$390K 0.08%
905
85
$377K 0.08%
6,959
+548
86
$363K 0.07%
27,338
+8,157
87
$344K 0.07%
9,149
88
$341K 0.07%
2,687
+250
89
$334K 0.07%
31,001
+9,243
90
$332K 0.07%
24,300
+6,460
91
$330K 0.07%
21,432
+5,860
92
$330K 0.07%
23,924
+6,532
93
$324K 0.07%
30,126
+8,556
94
$283K 0.06%
3,002
-70
95
$282K 0.06%
9,934
-484
96
$274K 0.06%
8,944
-3,175
97
$271K 0.05%
+17,134
98
$248K 0.05%
26,428
-17,757
99
$248K 0.05%
17,968
100
$247K 0.05%
1,903
2 3
4
5 6