FWM
ForthRight Wealth Management Portfolio holdings
AUM
$321M
This Quarter Return
-1.15%
1 Year Return
+9.57%
3 Year Return
+36.77%
5 Year Return
–
10 Year Return
–
AUM
$300M
AUM Growth
+$300M
(-0.12%)
Cap. Flow
+$32.8M
Cap. Flow
% of AUM
10.93%
Top 10 Holdings %
Top 10 Hldgs %
75.35%
Holding
64
New
1
Increased
26
Reduced
24
Closed
4
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$19M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$10.8M |
| 3 |
Ibotta
IBTA
|
$1.89M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.21M |
| 5 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$614K |
Top Sells
| 1 |
iShares Core S&P US Growth ETF
IUSG
|
$578K |
| 2 |
Home Depot
HD
|
$280K |
| 3 |
Invesco S&P 500 Equal Weight Financials ETF
RSPF
|
$279K |
| 4 |
Caterpillar
CAT
|
$228K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$216K |
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Financials | 2% |
| 3 | Consumer Discretionary | 1.4% |
| 4 | Energy | 0.96% |
| 5 | Consumer Staples | 0.89% |
