FWM

ForthRight Wealth Management Portfolio holdings

AUM $348M
1-Year Est. Return 10.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$2.03M
3
+$1.59M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$495K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$320K

Top Sells

1
+$1.16M
2
+$739K
3
+$417K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$368K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$346K

Sector Composition

1 Financials 1.58%
2 Consumer Staples 1.37%
3 Industrials 1.28%
4 Energy 1.18%
5 Technology 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
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