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
$147M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$2.04M
3
+$1.67M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$508K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$318K

Top Sells

1
+$1.17M
2
+$762K
3
+$439K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$384K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$363K

Sector Composition

1 Financials 1.58%
2 Consumer Staples 1.37%
3 Industrials 1.28%
4 Energy 1.18%
5 Technology 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
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