FWM
ForthRight Wealth Management Portfolio holdings
AUM
$321M
This Quarter Return
+12.72%
1 Year Return
+9.57%
3 Year Return
+36.77%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.43%
Holding
189
New
189
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$22.7M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$19.8M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$17.4M |
| 4 |
First Trust Capital Strength ETF
FTCS
|
$13.1M |
| 5 |
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% |
