FWM
ForthRight Wealth Management Portfolio holdings
AUM
$321M
This Quarter Return
+9.08%
1 Year Return
+9.57%
3 Year Return
+36.77%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$196M
(+15%)
Cap. Flow
+$9.48M
Cap. Flow
% of AUM
4.85%
Top 10 Holdings %
Top 10 Hldgs %
75.91%
Holding
51
New
4
Increased
26
Reduced
13
Closed
–
Top Buys
| 1 |
DocGo
DCGO
|
$2.09M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$2.05M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.76M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$1.07M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$970K |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$422K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$277K |
| 3 |
Genuine Parts
GPC
|
$182K |
| 4 |
Marathon Petroleum
MPC
|
$95.4K |
| 5 |
Truist Financial
TFC
|
$74.3K |
Sector Composition
| 1 | Healthcare | 1.82% |
| 2 | Consumer Discretionary | 1.76% |
| 3 | Financials | 1.61% |
| 4 | Energy | 1.6% |
| 5 | Consumer Staples | 1.11% |