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
$127M
AUM Growth
+$2.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$910K
3
+$776K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$685K
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$633K

Top Sells

1
+$580K
2
+$438K
3
+$383K
4
XOM icon
Exxon Mobil
XOM
+$238K
5
BDX icon
Becton Dickinson
BDX
+$229K

Sector Composition

1 Technology 7.6%
2 Financials 5.86%
3 Real Estate 4.1%
4 Healthcare 3.86%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19K 0.01%
30,670
-9,500
102
$15K 0.01%
+312
103
$10K 0.01%
+91
104
$8K 0.01%
+194
105
$6K ﹤0.01%
+49
106
$6K ﹤0.01%
+167
107
$5K ﹤0.01%
51
-2,228
108
$3K ﹤0.01%
+139
109
$3K ﹤0.01%
+63
110
$2K ﹤0.01%
+128
111
$1K ﹤0.01%
20,050
112
– –
-930
113
– –
-10,329
114
– –
-5,229
115
– –
-3,959
116
– –
-3,100
1 2 3 4
5