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
-$372K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$1.21M
3
+$697K
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$614K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$526K

Top Sells

1
+$578K
2
+$280K
3
+$279K
4
CAT icon
Caterpillar
CAT
+$228K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$216K

Sector Composition

1 Technology 2.16%
2 Financials 2%
3 Consumer Discretionary 1.4%
4 Energy 0.96%
5 Consumer Staples 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.6%
7,482
-342
27
$1.61M 0.54%
15,107
-997
28
$1.44M 0.48%
10,302
-480
29
$1.2M 0.4%
9,477
+8
30
$1.14M 0.38%
13,907
+53
31
$1.14M 0.38%
269,887
32
$1.02M 0.34%
4,667
-118
33
$909K 0.3%
2,157
-21
34
$906K 0.3%
4,759
35
$827K 0.28%
8,009
36
$759K 0.25%
21,646
37
$751K 0.25%
7,263
-459
38
$669K 0.22%
5,200
-658
39
$663K 0.22%
12,972
+3
40
$546K 0.18%
4,677
+500
41
$532K 0.18%
5,891
42
$449K 0.15%
4,177
+543
43
$444K 0.15%
2,265
-12
44
$392K 0.13%
1,629
-31
45
$385K 0.13%
2,867
+301
46
$383K 0.13%
2,298
47
$352K 0.12%
7,365
-20
48
$338K 0.11%
7,802
-1,658
49
$334K 0.11%
5,370
+34
50
$324K 0.11%
3,103
-165
1
2
3