FWM

ForthRight Wealth Management Portfolio holdings

AUM $344M
1-Year Est. Return 8.04%
This Quarter Est. Return
1 Year Est. Return
+8.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$19.8M
3
+$17.4M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$13.1M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$12.1M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 1.86%
2 Technology 1.3%
3 Energy 1.26%
4 Consumer Discretionary 1.06%
5 Communication Services 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.03%
+456
77
$37K 0.03%
+187
78
$35K 0.03%
+100
79
$33K 0.03%
+1,104
80
$33K 0.03%
+219
81
$32K 0.03%
+360
82
$31K 0.02%
+132
83
$31K 0.02%
+2,978
84
$31K 0.02%
+88
85
$28K 0.02%
+125
86
$27K 0.02%
+1,983
87
$27K 0.02%
+75
88
$25K 0.02%
+1,278
89
$24K 0.02%
+1,000
90
$21K 0.02%
+5,000
91
$20K 0.02%
+135
92
$20K 0.02%
+200
93
$20K 0.02%
+100
94
$20K 0.02%
+1,000
95
$20K 0.02%
+341
96
$19K 0.01%
+250
97
$19K 0.01%
+300
98
$19K 0.01%
+173
99
$18K 0.01%
+229
100
$17K 0.01%
+82
2 3
4
5 6