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
$226M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.47M
3
+$1.22M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$786K
5
ELD icon
WisdomTree Emerging Markets Local Debt Fund
ELD
+$581K

Top Sells

1
+$3.29M
2
+$2.55M
3
+$2.22M
4
FSK icon
FS KKR Capital
FSK
+$768K
5
AEP icon
American Electric Power
AEP
+$753K

Sector Composition

1 Technology 8.81%
2 Financials 7.75%
3 Communication Services 3.09%
4 Consumer Discretionary 2.38%
5 Real Estate 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-29,712
127
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-1,600
128
– –
-11,776
129
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-5,429
130
– –
-22,754
131
– –
-2,930
132
– –
-7,057
133
– –
-11,300
134
– –
0
135
– –
-65,127
136
– –
-3,916
2 3 4 5
6