FWM
ForthRight Wealth Management Portfolio holdings
AUM
$321M
This Quarter Return
-3.88%
1 Year Return
+9.57%
3 Year Return
+36.77%
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
+$232M
(-3%)
Cap. Flow
+$3.08M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
74.18%
Holding
59
New
2
Increased
20
Reduced
21
Closed
3
Top Buys
| 1 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$3.4M |
| 2 |
TRPA
Hartford AAA CLO ETF
TRPA
|
$914K |
| 3 |
Aflac
AFL
|
$561K |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$561K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$360K |
Top Sells
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$571K |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$347K |
| 3 |
Bank of America
BAC
|
$243K |
| 4 |
Mohawk Industries
MHK
|
$232K |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
$214K |
Sector Composition
| 1 | Energy | 1.58% |
| 2 | Consumer Discretionary | 1.51% |
| 3 | Financials | 1.48% |
| 4 | Technology | 1.22% |
| 5 | Consumer Staples | 0.92% |
