FWM
Foresight Wealth Management Portfolio holdings
AUM
$6.98M
This Quarter Return
+5.78%
1 Year Return
-5.06%
3 Year Return
+5.82%
5 Year Return
–
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+23%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
11.11%
Top 10 Holdings %
Top 10 Hldgs %
50.19%
Holding
119
New
27
Increased
34
Reduced
39
Closed
5
Top Buys
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$7M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.84M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$5.18M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.61M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$1.45M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.96M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.07M |
| 3 |
Apple
AAPL
|
$832K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$654K |
| 5 |
Vanguard Health Care ETF
VHT
|
$354K |
Sector Composition
| 1 | Technology | 9.72% |
| 2 | Financials | 6.48% |
| 3 | Communication Services | 3.91% |
| 4 | Consumer Discretionary | 3.59% |
| 5 | Healthcare | 3.55% |
