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
$158M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$611K
3
+$231K
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$223K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$205K

Top Sells

1
+$222K
2
+$60.7K
3
+$52.4K
4
FGD icon
First Trust Dow Jones Global Select Dividend Index Fund
FGD
+$42.4K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$26K

Sector Composition

1 Financials 1.64%
2 Industrials 1.39%
3 Energy 1.13%
4 Consumer Staples 1.12%
5 Technology 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$403K 0.26%
7,449
-969
27
$342K 0.22%
8,000
28
$331K 0.21%
2,214
+314
29
$298K 0.19%
1,100
+1
30
$279K 0.18%
2,760
31
$242K 0.15%
4,001
+3
32
$231K 0.15%
4,905
33
$227K 0.14%
3,598
+13
34
$204K 0.13%
1,564
+47
35
– –
-4,256
1
2