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
$299M
AUM Growth
-$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$793K
2
+$629K
3
+$519K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$414K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$404K

Top Sells

1
+$247K
2
+$226K
3
+$207K
4
HD icon
Home Depot
HD
+$93.5K
5
KO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.52%
14,740
-367
27
$1.5M 0.5%
10,302
28
$1.46M 0.49%
34,596
29
$1.28M 0.43%
13,875
-32
30
$1.04M 0.35%
9,442
-35
31
$892K 0.3%
4,687
+20
32
$808K 0.27%
7,263
33
$804K 0.27%
2,142
-15
34
$750K 0.25%
8,077
+68
35
$722K 0.24%
4,624
-135
36
$713K 0.24%
269,887
37
$712K 0.24%
21,646
38
$663K 0.22%
12,974
+2
39
$578K 0.19%
4,741
-459
40
$557K 0.19%
4,677
41
$537K 0.18%
6,119
+228
42
$439K 0.15%
2,265
43
$432K 0.14%
3,634
-543
44
$409K 0.14%
1,546
-83
45
$371K 0.12%
551
46
$344K 0.12%
7,365
47
$321K 0.11%
2,298
48
$318K 0.11%
3,103
49
$313K 0.1%
7,614
-188
50
$304K 0.1%
9,872
1
2
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