FWM

ForthRight Wealth Management Portfolio holdings

AUM $353M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.07M
3
+$1.07M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.05M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$849K

Top Sells

1
+$2.67M
2
+$506K
3
+$237K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$215K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$185K

Sector Composition

1 Technology 2.27%
2 Financials 1.85%
3 Consumer Discretionary 1.11%
4 Energy 1.06%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 0.48%
10,761
27
$1.29M 0.37%
13,600
-14
28
$1.18M 0.34%
2,275
+133
29
$1.18M 0.34%
4,166
+2,064
30
$1.13M 0.33%
21,646
31
$1.13M 0.33%
5,155
+498
32
$1.05M 0.31%
4,313
+84
33
$1.03M 0.3%
8,531
-14
34
$994K 0.29%
9,337
-105
35
$844K 0.25%
30,296
36
$814K 0.24%
7,286
+13
37
$812K 0.24%
3,039
38
$789K 0.23%
9,447
+5
39
$785K 0.23%
14,188
-21
40
$685K 0.2%
4,705
-38
41
$646K 0.19%
2,298
42
$623K 0.18%
6,043
-100
43
$587K 0.17%
4,232
-445
44
$571K 0.17%
11,973
+360
45
$550K 0.16%
2,550
+285
46
$466K 0.14%
603
-50
47
$455K 0.13%
2,438
+200
48
$429K 0.12%
3,800
+166
49
$412K 0.12%
12,925
+3,803
50
$395K 0.11%
1,413
-57
1
2
3