FWM
ForthRight Wealth Management Portfolio holdings
AUM
$321M
This Quarter Return
+6.91%
1 Year Return
+9.57%
3 Year Return
+36.77%
5 Year Return
–
10 Year Return
–
AUM
$300M
AUM Growth
+$300M
(+8%)
Cap. Flow
+$3.01M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
75.24%
Holding
67
New
3
Increased
19
Reduced
28
Closed
4
Top Buys
| 1 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$4.28M |
| 2 |
TRPA
Hartford AAA CLO ETF
TRPA
|
$3.97M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.46M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$2.4M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$599K |
Top Sells
| 1 |
iShares Core S&P US Value ETF
IUSV
|
$2.76M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$2.42M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$1.97M |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$1.39M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$824K |
Sector Composition
| 1 | Financials | 2.01% |
| 2 | Consumer Discretionary | 1.53% |
| 3 | Technology | 1.44% |
| 4 | Energy | 1.12% |
| 5 | Consumer Staples | 0.97% |
