FFWA

Forthright Family Wealth Advisory Portfolio holdings

AUM $159M
1-Year Est. Return 17.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$334K
2
+$239K
3
+$151K
4
NVDA icon
NVIDIA
NVDA
+$142K
5
AMZN icon
Amazon
AMZN
+$59.6K

Top Sells

1
+$641K
2
+$383K
3
+$340K
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$324K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$317K

Sector Composition

1 Technology 3.24%
2 Consumer Staples 1.35%
3 Consumer Discretionary 0.7%
4 Communication Services 0.57%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,226
52
– –
-1,957
53
– –
-1,028
54
– –
-6,765
55
– –
-5,198
56
– –
-4,599
57
– –
-4,142
1 2
3