We are live on
!
Find out more
FFWA
Forthright Family Wealth Advisory Portfolio holdings
AUM
$149M
1-Year Est. Return
15.78%
This Fund
S&P 500
1 Year Est. Return
+15.78%
AUM
$163M
AUM Growth
+$4.77M
(+3%)
Holding
60
Top Buys
| 1 | +$5.43M | |
| 2 | +$2.98M | |
| 3 | +$2.77M | |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$2.01M |
| 5 |
Avantis US Large Cap Value ETF
AVLV
|
+$1.8M |
Top Sells
| 1 | +$9.73M | |
| 2 | +$5.98M | |
| 3 | +$2.55M | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$2.49M |
| 5 |
State Street SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.65M |
Sector Composition
| 1 | Technology | 3.88% |
| 2 | Consumer Staples | 1.2% |
| 3 | Consumer Discretionary | 0.7% |
| 4 | Communication Services | 0.68% |
| 5 | Financials | 0.46% |