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FWMP
Foundation Wealth Management (Pennsylvania) Portfolio holdings
AUM
$284M
1-Year Est. Return
16.96%
This Fund
S&P 500
1 Year Est. Return
+16.96%
AUM
$284M
AUM Growth
+$7.94M
(+2.9%)
Holding
93
Top Buys
| 1 | +$3.11M | |
| 2 | +$2.24M | |
| 3 | +$1.8M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$1.78M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.64M |
Top Sells
| 1 | +$3.13M | |
| 2 | +$640K | |
| 3 | +$453K | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$407K |
| 5 |
Dimensional Emerging Markets Value ETF
DFEV
|
+$372K |
Sector Composition
| 1 | Healthcare | 2.01% |
| 2 | Technology | 0.99% |
| 3 | Financials | 0.36% |
| 4 | Consumer Staples | 0.22% |
| 5 | Communication Services | 0.17% |
