FWM

ForthRight Wealth Management Portfolio holdings

AUM $353M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$344M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.07M
3
+$1.07M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$1.05M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$849K

Top Sells

1
+$2.67M
2
+$506K
3
+$237K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$215K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$185K

Sector Composition

1 Technology 2.27%
2 Financials 1.85%
3 Consumer Discretionary 1.11%
4 Energy 1.06%
5 Consumer Staples 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$376K 0.11%
7,115
-250
52
$367K 0.11%
269,887
53
$355K 0.1%
9,872
54
$341K 0.1%
4,692
+450
55
$333K 0.1%
2,853
56
$330K 0.1%
1,359
+163
57
$321K 0.09%
7,032
-584
58
$315K 0.09%
6,035
59
$294K 0.09%
3,566
60
$278K 0.08%
416
+2
61
$277K 0.08%
2,150
62
$268K 0.08%
804
-160
63
$244K 0.07%
4,272
+16
64
$241K 0.07%
+1,302
65
$232K 0.07%
1,492
66
$225K 0.07%
+374
67
$219K 0.06%
2,045
+5
68
$201K 0.06%
+421
69
$200K 0.06%
+1,617
1 2
3