FWM
ForthRight Wealth Management Portfolio holdings
AUM
$321M
This Quarter Return
-0.38%
1 Year Return
+9.57%
3 Year Return
+36.77%
5 Year Return
–
10 Year Return
–
AUM
$278M
AUM Growth
+$278M
(-0.14%)
Cap. Flow
+$1.66M
Cap. Flow
% of AUM
0.6%
Top 10 Holdings %
Top 10 Hldgs %
74.76%
Holding
69
New
3
Increased
18
Reduced
28
Closed
5
Top Buys
| 1 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$2.22M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.8M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.5M |
| 4 |
TRPA
Hartford AAA CLO ETF
TRPA
|
$1.33M |
| 5 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.27M |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$1.35M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$1.31M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$927K |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$875K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$769K |
Sector Composition
| 1 | Financials | 2% |
| 2 | Consumer Discretionary | 1.48% |
| 3 | Technology | 1.37% |
| 4 | Energy | 1.32% |
| 5 | Consumer Staples | 1.02% |
