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
101
$17K 0.01%
+1,150
102
$16K 0.01%
+353
103
$16K 0.01%
+272
104
$16K 0.01%
+163
105
$16K 0.01%
+386
106
$16K 0.01%
+70
107
$14K 0.01%
+102
108
$14K 0.01%
+146
109
$13K 0.01%
+318
110
$13K 0.01%
+349
111
$13K 0.01%
+302
112
$13K 0.01%
+433
113
$12K 0.01%
+100
114
$12K 0.01%
+740
115
$12K 0.01%
+134
116
$12K 0.01%
+215
117
$11K 0.01%
+96
118
$11K 0.01%
+80
119
$11K 0.01%
+101
120
$11K 0.01%
+205
121
$11K 0.01%
+50
122
$11K 0.01%
+136
123
$11K 0.01%
+1,250
124
$11K 0.01%
+50
125
$10K 0.01%
+172
3 4
5
6 7