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
151
$5K ﹤0.01%
+107
152
$5K ﹤0.01%
+75
153
$5K ﹤0.01%
+21
154
$4K ﹤0.01%
+34
155
$4K ﹤0.01%
+50
156
$4K ﹤0.01%
+50
157
$4K ﹤0.01%
+28
158
$4K ﹤0.01%
+67
159
$3K ﹤0.01%
+14
160
$3K ﹤0.01%
+14
161
$3K ﹤0.01%
+100
162
$3K ﹤0.01%
+302
163
$3K ﹤0.01%
+108
164
$3K ﹤0.01%
+37
165
$3K ﹤0.01%
+27
166
$2K ﹤0.01%
+70
167
$2K ﹤0.01%
+100
168
$2K ﹤0.01%
+124
169
$2K ﹤0.01%
+10
170
$2K ﹤0.01%
+45
171
$1K ﹤0.01%
+20
172
$1K ﹤0.01%
+7
173
$1K ﹤0.01%
+44
174
$1K ﹤0.01%
+15
175
$1K ﹤0.01%
+8
4 5 6
7
8