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
$125M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.25M
3
+$1.06M
4
WFC icon
Wells Fargo
WFC
+$639K
5
FNCL icon
Fidelity MSCI Financials Index ETF
FNCL
+$490K

Top Sells

1
+$1.13M
2
+$409K
3
+$366K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$321K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$276K

Sector Composition

1 Technology 7.09%
2 Financials 5.55%
3 Healthcare 4.5%
4 Real Estate 3.96%
5 Communication Services 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
20,050
102
– –
-67
1 2 3 4
5