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
$300M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.97M
3
+$2.46M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.4M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$599K

Top Sells

1
+$2.76M
2
+$2.42M
3
+$1.97M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.39M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$824K

Sector Composition

1 Financials 2.01%
2 Consumer Discretionary 1.53%
3 Technology 1.44%
4 Energy 1.12%
5 Consumer Staples 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.58%
10,782
27
$1.75M 0.58%
16,104
-4,936
28
$1.29M 0.43%
9,469
-66
29
$1.25M 0.42%
13,854
+98
30
$965K 0.32%
21,646
31
$937K 0.31%
2,178
+49
32
$896K 0.3%
269,887
33
$892K 0.3%
4,785
-25
34
$863K 0.29%
7,722
-914
35
$796K 0.26%
4,759
+65
36
$773K 0.26%
8,009
-47
37
$736K 0.25%
5,858
-23
38
$686K 0.23%
12,969
-96
39
$583K 0.19%
4,177
40
$476K 0.16%
5,891
+1
41
$451K 0.15%
2,277
+1,000
42
$426K 0.14%
3,634
43
$405K 0.13%
9,460
+147
44
$392K 0.13%
2,298
45
$389K 0.13%
1,660
-94
46
$383K 0.13%
5,336
-2,189
47
$378K 0.13%
12,014
48
$353K 0.12%
2,200
-40
49
$348K 0.12%
7,385
50
$340K 0.11%
3,268
-3,898
1
2
3