FWM
ForthRight Wealth Management Portfolio holdings
AUM
$353M
1-Year Est. Return
12.98%
This Fund
S&P 500
1 Year Est. Return
+12.98%
AUM
$353M
AUM Growth
+$4.68M
(+1.3%)
Holding
77
Top Buys
| 1 | +$4.87M | |
| 2 | +$2.19M | |
| 3 | +$1.94M | |
| 4 |
JPMorgan International Bond Opportunities ETF
JPIB
|
+$1.78M |
| 5 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
+$959K |
Top Sells
| 1 | +$4.86M | |
| 2 | +$1.65M | |
| 3 | +$1.6M | |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$425K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$307K |
Sector Composition
| 1 | Technology | 1.95% |
| 2 | Financials | 1.59% |
| 3 | Energy | 1.32% |
| 4 | Consumer Discretionary | 0.83% |
| 5 | Consumer Staples | 0.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
American Express
AXP
$206B
| – | – |
-582
|
|
||
77
AGCO
AGCO
$8.71B
| – | – |
-2,050
|
|