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
$286M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$7.36M
3
+$6.2M
4
NCNO icon
nCino
NCNO
+$5.29M
5
FSK icon
FS KKR Capital
FSK
+$1.66M

Top Sells

1
+$23.1M
2
+$1.3M
3
+$819K
4
AMZN icon
Amazon
AMZN
+$416K
5
IVT icon
InvenTrust Properties
IVT
+$276K

Sector Composition

1 Technology 8.33%
2 Financials 6.52%
3 Real Estate 2.21%
4 Communication Services 1.88%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.07%
1,933
+241
77
$337K 0.07%
1,202
-23
78
$334K 0.07%
16,099
79
$330K 0.07%
9,149
80
$303K 0.06%
34,842
+19,764
81
$296K 0.06%
1,695
+165
82
$284K 0.06%
4,060
+480
83
$255K 0.05%
27,402
-477
84
$252K 0.05%
2,677
-514
85
$250K 0.05%
1,903
86
$248K 0.05%
17,521
87
$232K 0.05%
9,634
+191
88
$231K 0.05%
2,707
89
$229K 0.05%
17,967
+2,188
90
$223K 0.05%
2,784
+159
91
$218K 0.05%
+8,066
92
$212K 0.04%
+771
93
$204K 0.04%
4,000
-3,600
94
$199K 0.04%
11,861
95
$194K 0.04%
36,845
+24,348
96
$183K 0.04%
10,727
-484
97
$175K 0.04%
39,013
-1,248
98
$174K 0.04%
10,529
-655
99
$168K 0.03%
15,035
-1,253
100
$161K 0.03%
29,880
-807
2 3
4
5 6