FWM

ForthRight Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 8.04%
This Quarter Est. Return
1 Year Est. Return
+8.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$19.8M
3
+$17.4M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$13.1M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 1.86%
2 Technology 1.3%
3 Energy 1.26%
4 Consumer Discretionary 1.06%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$244K 0.19%
+1,098
27
$237K 0.19%
+893
28
$236K 0.19%
+4,905
29
$221K 0.17%
+8,000
30
$212K 0.17%
+4,256
31
$208K 0.16%
+2,019
32
$180K 0.14%
+2,678
33
$164K 0.13%
+1,793
34
$163K 0.13%
+1,211
35
$156K 0.12%
+7,461
36
$154K 0.12%
+3,744
37
$138K 0.11%
+481
38
$134K 0.11%
+2,070
39
$127K 0.1%
+780
40
$126K 0.1%
+726
41
$119K 0.09%
+1,404
42
$115K 0.09%
+1,300
43
$115K 0.09%
+1,255
44
$112K 0.09%
+711
45
$111K 0.09%
+1,335
46
$110K 0.09%
+3,614
47
$104K 0.08%
+1,772
48
$99K 0.08%
+2,211
49
$87K 0.07%
+6,670
50
$86K 0.07%
+675
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