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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
$149M
AUM Growth
-$9.99M
(-6.3%)
Holding
78
Top Buys
| 1 | +$39.9M | |
| 2 | +$5.42M | |
| 3 | +$4.65M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.92M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$3.21M |
Top Sells
| 1 | +$13M | |
| 2 | +$11.6M | |
| 3 | +$8.74M | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$8.12M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$6.42M |
Sector Composition
| 1 | Technology | 2.68% |
| 2 | Consumer Staples | 0.76% |
| 3 | Consumer Discretionary | 0.57% |
| 4 | Healthcare | 0.38% |
| 5 | Financials | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Capital Group US Multi-Sector Income ETF
CGMS
$5.02B
| – | – |
-113,568
|
|
||
77
Dimensional US Core Equity 2 ETF
DFAC
$47.2B
| – | – |
-293,543
|
|
||
78
Alphabet (Google) Class C
GOOG
$4.48T
| – | – |
-684
|
|