FWM
Foresight Wealth Management Portfolio holdings
AUM
$6.98M
This Quarter Return
+2.39%
1 Year Return
-5.06%
3 Year Return
+5.82%
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
+$201M
(+3.7%)
Cap. Flow
+$207K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
51.3%
Holding
125
New
11
Increased
37
Reduced
46
Closed
17
Top Buys
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$11.5M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.13M |
| 3 |
Chevron
CVX
|
$964K |
| 4 |
Iron Mountain
IRM
|
$597K |
| 5 |
LyondellBasell Industries
LYB
|
$502K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$9.16M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.71M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$921K |
| 4 |
Apple
AAPL
|
$665K |
| 5 |
DuPont de Nemours
DD
|
$575K |
Sector Composition
| 1 | Technology | 8.75% |
| 2 | Financials | 7.47% |
| 3 | Communication Services | 3.7% |
| 4 | Healthcare | 3.66% |
| 5 | Consumer Discretionary | 3.02% |
