FFWA
Forthright Family Wealth Advisory Portfolio holdings
AUM
$158M
This Quarter Return
+2.67%
1 Year Return
+11.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+4.1%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
1.73%
Top 10 Holdings %
Top 10 Hldgs %
63.46%
Holding
69
New
6
Increased
27
Reduced
20
Closed
–
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$843K |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$757K |
| 3 |
Procore
PCOR
|
$601K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$574K |
| 5 |
NVIDIA
NVDA
|
$455K |
Top Sells
Sector Composition
| 1 | Technology | 3.64% |
| 2 | Consumer Staples | 0.94% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Communication Services | 0.51% |
| 5 | Financials | 0.43% |
