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
$134M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$1.34M
3
+$1.26M
4
FSK icon
FS KKR Capital
FSK
+$736K
5
WBA
Walgreens Boots Alliance
WBA
+$598K

Top Sells

1
+$5.51M
2
+$3.73M
3
+$2.95M
4
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$2.25M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.9M

Sector Composition

1 Technology 10.85%
2 Financials 5.87%
3 Healthcare 4.06%
4 Communication Services 4.05%
5 Consumer Discretionary 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-17,720
102
– –
-34,596
103
– –
-27,990
104
– –
-2,695
1 2 3 4
5