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
$118M
AUM Growth
-$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.03M
3
+$893K
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$347K
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$304K

Top Sells

1
+$1.98M
2
+$984K
3
+$439K
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$349K
5
LVHB
Innovator Lunt Low Vol/High Beta Tactical ETF
LVHB
+$293K

Sector Composition

1 Technology 8.95%
2 Financials 5.38%
3 Healthcare 4.05%
4 Communication Services 3.59%
5 Consumer Discretionary 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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