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
126
$49K 0.01%
1,600
127
$30K 0.01%
21,670
-2,000
128
$10K ﹤0.01%
100
129
– –
-386
130
– –
0
131
– –
-113,019
2 3 4 5
6