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
$218M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.58M
3
+$3.28M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.86M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.33M

Top Sells

1
+$3.3M
2
+$1.3M
3
+$819K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$723K
5
IDOG icon
ALPS International Sector Dividend Dogs ETF
IDOG
+$566K

Sector Composition

1 Healthcare 1.87%
2 Consumer Discretionary 1.66%
3 Energy 1.5%
4 Financials 1.45%
5 Technology 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$221K 0.1%
+1,433
52
$220K 0.1%
+1,641
53
$220K 0.1%
+2,370
54
$218K 0.1%
+945
55
$217K 0.1%
5,760
56
$201K 0.09%
1,295
-123
57
$8.6K ﹤0.01%
200
58
– –
-3,804
59
– –
-2,274
1 2
3