FWM
ForthRight Wealth Management Portfolio holdings
AUM
$321M
This Quarter Return
-0.94%
1 Year Return
+9.57%
3 Year Return
+36.77%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
+$165M
(+4.5%)
Cap. Flow
+$8.75M
Cap. Flow
% of AUM
5.31%
Top 10 Holdings %
Top 10 Hldgs %
83.13%
Holding
41
New
7
Increased
21
Reduced
2
Closed
2
Top Buys
| 1 |
Home Depot
HD
|
$2.44M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$777K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$651K |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$626K |
| 5 |
Procter & Gamble
PG
|
$604K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$227K |
| 2 |
AGCO
AGCO
|
$204K |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$92.8K |
| 4 |
iShares International Equity Factor ETF
INTF
|
$19.6K |
Sector Composition
| 1 | Consumer Discretionary | 2.02% |
| 2 | Financials | 1.88% |
| 3 | Consumer Staples | 1.61% |
| 4 | Energy | 1.08% |
| 5 | Industrials | 1.08% |
