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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$19.8M
3
+$17.4M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$13.1M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 1.86%
2 Technology 1.3%
3 Energy 1.26%
4 Consumer Discretionary 1.06%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$85K 0.07%
+1,540
52
$83K 0.07%
+1,658
53
$82K 0.06%
+1,996
54
$81K 0.06%
+2,011
55
$81K 0.06%
+1,669
56
$77K 0.06%
+880
57
$77K 0.06%
+748
58
$74K 0.06%
+315
59
$69K 0.05%
+500
60
$65K 0.05%
+3,000
61
$63K 0.05%
+231
62
$63K 0.05%
+2,888
63
$61K 0.05%
+342
64
$61K 0.05%
+446
65
$58K 0.05%
+6,667
66
$55K 0.04%
+340
67
$54K 0.04%
+590
68
$51K 0.04%
+2,467
69
$51K 0.04%
+1,389
70
$50K 0.04%
+637
71
$49K 0.04%
+203
72
$49K 0.04%
+1,153
73
$46K 0.04%
+474
74
$38K 0.03%
+315
75
$38K 0.03%
+725
1 2
3
4 5