FFWA
Forthright Family Wealth Advisory Portfolio holdings
AUM
$158M
This Quarter Return
+8.72%
1 Year Return
+11.98%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(+4.3%)
Cap. Flow
-$5.7M
Cap. Flow
% of AUM
-3.61%
Top 10 Holdings %
Top 10 Hldgs %
70.61%
Holding
57
New
2
Increased
9
Reduced
33
Closed
8
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$361K |
| 2 |
iShares S&P 100 ETF
OEF
|
$261K |
| 3 |
NVIDIA
NVDA
|
$178K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$160K |
| 5 |
Microsoft
MSFT
|
$68.2K |
Top Sells
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% |
