FWM
Foresight Wealth Management Portfolio holdings
AUM
$6.98M
This Quarter Return
-2.04%
1 Year Return
-5.06%
3 Year Return
+5.82%
5 Year Return
–
10 Year Return
–
AUM
$235M
AUM Growth
+$235M
(-18%)
Cap. Flow
-$35.9M
Cap. Flow
% of AUM
-15.32%
Top 10 Holdings %
Top 10 Hldgs %
67.19%
Holding
121
New
2
Increased
64
Reduced
36
Closed
11
Top Buys
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$14.1M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$10.2M |
| 3 |
FS KKR Capital
FSK
|
$1.42M |
| 4 |
FRG
Franchise Group, Inc.
FRG
|
$213K |
| 5 |
AT&T
T
|
$179K |
Top Sells
Sector Composition
| 1 | Technology | 10.27% |
| 2 | Financials | 8.02% |
| 3 | Real Estate | 2.36% |
| 4 | Communication Services | 2.16% |
| 5 | Healthcare | 1.63% |
