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
$196M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$422K
2 +$277K
3 +$182K
4
MPC icon
Marathon Petroleum
MPC
+$95.4K
5
TFC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.24K ﹤0.01%
200