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
$248M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.58M
3
+$615K
4
META icon
Meta Platforms (Facebook)
META
+$467K
5
PECO icon
Phillips Edison & Co
PECO
+$455K

Top Sells

1
+$5.55M
2
+$1.73M
3
+$983K
4
AFT
Apollo Senior Floating Rate Fund Inc.
AFT
+$490K
5
BIDU icon
Baidu
BIDU
+$448K

Sector Composition

1 Technology 9.56%
2 Financials 7.87%
3 Real Estate 3.46%
4 Communication Services 2.58%
5 Consumer Discretionary 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,484
127
– –
-20,391
128
– –
-30,422
2 3 4 5
6