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
$232M
AUM Growth
-$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$914K
3
+$561K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$561K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$360K

Top Sells

1
+$571K
2
+$347K
3
+$243K
4
MHK icon
Mohawk Industries
MHK
+$232K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$214K

Sector Composition

1 Energy 1.58%
2 Consumer Discretionary 1.51%
3 Financials 1.48%
4 Technology 1.22%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.1%
2,017
+5
52
$233K 0.1%
945
53
$224K 0.1%
5,760
54
$202K 0.09%
1,295
55
$201K 0.09%
7,000
-400
56
$9.1K ﹤0.01%
200
57
– –
-8,478
58
– –
-1,475
59
– –
-2,250
1 2
3