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
$237M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$5.31M
3
+$4.96M
4
FSK icon
FS KKR Capital
FSK
+$2.1M
5
CPNG icon
Coupang
CPNG
+$592K

Top Sells

1
+$2.21M
2
+$1.75M
3
+$568K
4
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$290K
5
AAPL icon
Apple
AAPL
+$212K

Sector Composition

1 Technology 8.49%
2 Financials 8.01%
3 Healthcare 3.55%
4 Communication Services 3.53%
5 Consumer Discretionary 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$251K 0.06%
+17,840
102
$248K 0.06%
+15,572
103
$247K 0.05%
+19,181
104
$247K 0.05%
2,728
+134
105
$243K 0.05%
+17,392
106
$242K 0.05%
+21,570
107
$239K 0.05%
2,421
+75
108
$237K 0.05%
+21,758
109
$235K 0.05%
1,452
110
$232K 0.05%
11,861
111
$229K 0.05%
1,671
-42
112
$208K 0.05%
+750
113
$208K 0.05%
+2,675
114
$201K 0.04%
+5,771
115
$198K 0.04%
11,300
116
$196K 0.04%
+11,776
117
$179K 0.04%
5,654
-387
118
$160K 0.04%
10,100
-6,300
119
$157K 0.03%
2,484
+18
120
$110K 0.02%
12,600
121
$108K 0.02%
10,739
+191
122
$90K 0.02%
75,000
123
$61K 0.01%
+10,045
124
$60K 0.01%
+50,000
125
$58K 0.01%
+23,000
2 3 4
5
6