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
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%
+446
135
$7K 0.01%
+237
136
$7K 0.01%
+317
137
$7K 0.01%
+147
138
$7K 0.01%
+111
139
$7K 0.01%
+166
140
$7K 0.01%
+119
141
$7K 0.01%
+229
142
$7K 0.01%
+82
143
$7K 0.01%
+300
144
$6K ﹤0.01%
+212
145
$6K ﹤0.01%
+152
146
$6K ﹤0.01%
+88
147
$6K ﹤0.01%
+44
148
$5K ﹤0.01%
+21
149
$5K ﹤0.01%
+75
150
$5K ﹤0.01%
+107
4 5
6
7 8