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
$279M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.08M
3
+$925K
4
JPIB icon
JPMorgan International Bond Opportunities ETF
JPIB
+$690K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$330K

Top Sells

1
+$483K
2
+$394K
3
+$226K
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$188K
5
IDOG icon
ALPS International Sector Dividend Dogs ETF
IDOG
+$179K

Sector Composition

1 Financials 2.02%
2 Consumer Discretionary 1.7%
3 Energy 1.52%
4 Technology 1.2%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.11%
2,240
-10
52
$289K 0.1%
2,298
53
$288K 0.1%
946
+1
54
$269K 0.1%
+2,980
55
$255K 0.09%
+1,398
56
$252K 0.09%
+1,020
57
$252K 0.09%
3,707
58
$241K 0.09%
1,961
+4
59
$239K 0.09%
7,000
60
$233K 0.08%
1,476
+5
61
$232K 0.08%
6,130
+18
62
$217K 0.08%
+836
63
$214K 0.08%
+1,420
64
$214K 0.08%
+584
65
$205K 0.07%
1,295
66
$9.42K ﹤0.01%
200
1 2
3