FWM
ForthRight Wealth Management Portfolio holdings
AUM
$321M
1-Year Return
9.57%
This Quarter Return
+5.92%
1 Year Return
+9.57%
3 Year Return
+36.77%
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$20.1M
(+16%)
Cap. Flow
+$11.3M
Cap. Flow
% of AUM
7.65%
Top 10 Holdings %
Top 10 Hldgs %
85.22%
Holding
193
New
4
Increased
5
Reduced
18
Closed
158
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$16.2M |
| 2 |
Visa
V
|
$2.04M |
| 3 |
United Parcel Service
UPS
|
$1.67M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$508K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$318K |
Top Sells
Sector Composition
| 1 | Financials | 1.58% |
| 2 | Consumer Staples | 1.37% |
| 3 | Industrials | 1.28% |
| 4 | Energy | 1.18% |
| 5 | Technology | 0.77% |
