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
$218M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$3.28M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.86M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.33M

Top Sells

1
+$3.3M
2
+$1.3M
3
+$819K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$723K
5
IDOG icon
ALPS International Sector Dividend Dogs ETF
IDOG
+$566K

Sector Composition

1 Healthcare 1.87%
2 Consumer Discretionary 1.66%
3 Energy 1.5%
4 Financials 1.45%
5 Technology 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.48%
21,646
27
$894K 0.41%
12,854
+339
28
$810K 0.37%
8,946
-61
29
$711K 0.33%
2,466
+512
30
$699K 0.32%
4,177
31
$609K 0.28%
7,566
32
$564K 0.26%
+5,420
33
$503K 0.23%
12,348
+3
34
$486K 0.22%
+4,710
35
$450K 0.21%
7,152
+1
36
$398K 0.18%
3,632
37
$380K 0.17%
2,214
38
$350K 0.16%
10,270
+307
39
$332K 0.15%
5,344
+400
40
$318K 0.15%
12,014
41
$315K 0.14%
3,262
+19
42
$271K 0.12%
5,511
+750
43
$266K 0.12%
1,632
+179
44
$261K 0.12%
1,934
+4
45
$253K 0.12%
+4,087
46
$241K 0.11%
8,440
+32
47
$236K 0.11%
7,400
-200
48
$235K 0.11%
660
49
$232K 0.11%
491
50
$225K 0.1%
2,250
1
2
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