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
$286M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$70.8M
2 +$7.36M
3 +$6.2M
4
NCNO icon
nCino
NCNO
+$5.29M
5
FSK icon
FS KKR Capital
FSK
+$1.66M

Top Sells

1 +$23.1M
2 +$1.3M
3 +$819K
4
AMZN icon
Amazon
AMZN
+$416K
5
IVT icon
InvenTrust Properties
IVT
+$276K

Sector Composition

1 Technology 8.33%
2 Financials 6.52%
3 Real Estate 2.21%
4 Communication Services 1.88%
5 Healthcare 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-9,970