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FWM
Foresight Wealth Management Portfolio holdings
AUM
$6.98M
1-Year Est. Return
13.2%
This Fund
S&P 500
This Quarter
Est. Return
-12.86%
1 Year Est. Return
-13.2%
3 Year Est. Return
+19.13%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$484M
AUM Growth
-$56.3M
(-10%)
Cap. Flow
+$468M
Cap. Flow
% of AUM
96.64%
Top 10 Holdings %
Top 10 Hldgs %
79.82%
Holding
130
New
8
Increased
59
Reduced
43
Closed
7
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$76.9M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$7.37M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
+$6.21M |
| 4 |
nCino
NCNO
|
+$6.04M |
| 5 |
FS KKR Capital
FSK
|
+$1.82M |
Top Sells
Sector Composition
| 1 | Technology | 4.93% |
| 2 | Financials | 3.86% |
| 3 | Real Estate | 1.3% |
| 4 | Communication Services | 1.11% |
| 5 | Healthcare | 0.85% |
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