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
$201M
AUM Growth
+$7.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$1.13M
3
+$964K
4
IRM icon
Iron Mountain
IRM
+$597K
5
LYB icon
LyondellBasell Industries
LYB
+$502K

Top Sells

1
+$9.16M
2
+$2.71M
3
+$921K
4
AAPL icon
Apple
AAPL
+$665K
5
DD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$113K 0.03%
+11,300
102
$102K 0.03%
+10,548
103
$102K 0.03%
12,600
104
$93K 0.02%
+75,000
105
$56K 0.01%
+1,600
106
$26K 0.01%
23,670
-2,000
107
$11K ﹤0.01%
+100
108
– –
-4,960
109
– –
-147
110
– –
-19,600
111
– –
-8,082
112
– –
-4,421
113
– –
-5,263
114
– –
-12,062
115
– –
0
116
– –
-1,464
117
– –
-13,000
118
– –
-4,760
119
– –
-5,845
120
– –
-27,762
121
– –
-1,765
122
– –
-1,810
123
– –
-1,500
124
– –
-20,050
125
– –
-23,928
1 2 3 4
5