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
$158M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$6.37M
3
+$1M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$979K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$762K

Top Sells

1
+$2.17M
2
+$2.07M
3
+$898K
4
VUG icon
Vanguard Growth ETF
VUG
+$853K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$695K

Sector Composition

1 Technology 10.92%
2 Financials 6.54%
3 Communication Services 3.91%
4 Consumer Discretionary 3.77%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,221
102
– –
-14,102
103
– –
-1,800
104
– –
-11,658
105
– –
-11,954
106
– –
-12,591
107
– –
0
108
– –
-1,554
109
– –
-3,566
1 2 3 4
5