FWM
ForthRight Wealth Management Portfolio holdings
AUM
$321M
This Quarter Return
-1.4%
1 Year Return
+9.57%
3 Year Return
+36.77%
5 Year Return
–
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(-0.37%)
Cap. Flow
+$4.5M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
75.7%
Holding
66
New
6
Increased
23
Reduced
20
Closed
1
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$793K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$629K |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$519K |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$414K |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
$404K |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$247K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$226K |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$207K |
| 4 |
Home Depot
HD
|
$93.5K |
| 5 |
Coca-Cola
KO
|
$84K |
Sector Composition
| 1 | Financials | 2.24% |
| 2 | Technology | 1.75% |
| 3 | Consumer Discretionary | 1.37% |
| 4 | Energy | 0.97% |
| 5 | Consumer Staples | 0.96% |
