FWMP
Foundation Wealth Management (Pennsylvania) Portfolio holdings
AUM
$231M
This Quarter Return
-2.5%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$206M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.93%
Holding
89
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$15.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$13.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$12.6M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$11M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$9.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2.08% |
| 2 | Technology | 1.1% |
| 3 | Financials | 0.66% |
| 4 | Communication Services | 0.22% |
| 5 | Industrials | 0.22% |
