FFWA

Forthright Family Wealth Advisory Portfolio holdings

AUM $158M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.95%
2 Consumer Staples 0.9%
3 Consumer Discretionary 0.53%
4 Healthcare 0.43%
5 Financials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$201K 0.16%
+8,640
52
$44.9K 0.04%
+550
53
$17.9K 0.01%
+17,954