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
$258M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.06M
3
+$846K
4
TRPA
Hartford AAA CLO ETF
TRPA
+$628K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$586K

Top Sells

1
+$2.42M
2
+$775K
3
+$249K
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$98.2K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$87.3K

Sector Composition

1 Consumer Discretionary 1.64%
2 Financials 1.5%
3 Energy 1.34%
4 Technology 1.24%
5 Consumer Staples 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.1%
7,000
52
$242K 0.09%
2,298
53
$241K 0.09%
3,707
-362
54
$238K 0.09%
1,957
-60
55
$233K 0.09%
+2,250
56
$219K 0.09%
1,471
-5
57
$206K 0.08%
+6,112
58
$203K 0.08%
1,295
59
$8.8K ﹤0.01%
200
1 2
3