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
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$18.8M
3
+$16.5M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$12.6M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$11.4M

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
126
$10K 0.01%
+70
127
$9K 0.01%
+1,519
128
$9K 0.01%
+200
129
$9K 0.01%
+698
130
$9K 0.01%
+283
131
$9K 0.01%
+50
132
$8K 0.01%
+234
133
$8K 0.01%
+105
134
$7K 0.01%
+229
135
$7K 0.01%
+82
136
$7K 0.01%
+446
137
$7K 0.01%
+237
138
$7K 0.01%
+317
139
$7K 0.01%
+147
140
$7K 0.01%
+111
141
$7K 0.01%
+166
142
$7K 0.01%
+119
143
$7K 0.01%
+300
144
$6K ﹤0.01%
+212
145
$6K ﹤0.01%
+44
146
$6K ﹤0.01%
+152
147
$6K ﹤0.01%
+88
148
$5K ﹤0.01%
+99
149
$5K ﹤0.01%
+31
150
$5K ﹤0.01%
+85
4 5
6
7 8