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
$112M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.1M
3
+$1.88M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$1.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.23M

Top Sells

1
+$1.27M
2
+$1.03M
3
+$948K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$721K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$426K

Sector Composition

1 Technology 7.4%
2 Healthcare 5.36%
3 Financials 5.24%
4 Real Estate 4.45%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,696
102
– –
-10,500
103
– –
-6,492
104
– –
-4,516
105
– –
-2,750
1 2 3 4
5