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
$239M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$8.19M
3
+$4.87M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.32M
5
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$2.2M

Top Sells

1
+$6.21M
2
+$4.92M
3
+$4.39M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.29M
5
DCGO icon
DocGo
DCGO
+$1.17M

Sector Composition

1 Consumer Discretionary 1.62%
2 Technology 1.4%
3 Financials 1.35%
4 Healthcare 1.27%
5 Energy 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$232K 0.1%
2,250
52
$232K 0.1%
5,760
53
$230K 0.1%
1,462
-170
54
$224K 0.09%
7,400
55
$214K 0.09%
1,295
56
$204K 0.09%
1,475
-166
57
$13.4K 0.01%
200
58
– –
-491
59
– –
-1,433
1 2
3