FW
| |
Foresight Wealth Management, LLC13F | |
| Foresight Wealth Management, LLC | |
| Last update 2021-07-19 | 15 Stocks (0 new) |
| Value $7.00 Mil | Turnover 0 % |
Foresight Wealth Management, L... Top Holdings of 2022-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYV | SPDR Portfolio S&P 500 Value ETF | 29,880 | 1,162.0 | -91.14% | 16.650 | -2.42% | 0.010 | +11.21% | +3.38% | 26,844.9 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 20,121 | 1,019.5 | -89.68% | 14.610 | -2.01% | 0.010 | +27.02% | +10.66% | 38,694.0 | ||
AAPL | Apple Inc | 6,390 | 830.3 | -92.94% | 11.900 | -2.66% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 25,582 | 759.5 | -84.19% | 10.880 | -0.81% | 0.010 | +10.77% | +17.84% | 26,951.4 | ||
PXH |
Invesco FTSE RAFI Emerging Markets ETF
Invesco FTSE RAFI Emerging Markets ETF
| 35,616 | 627.5 | -87.50% | 8.990 | -0.93% | 0.050 | +16.04% | +16.38% | 1,525.4 | ||
MDYV | SPDR S&P 400 Mid Cap Value ETF | 5,925 | 383.5 | -89.15% | 5.490 | -0.64% | 0.010 | +13.96% | +1.48% | 2,445.8 | ||
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 5,805 | 379.3 | -89.53% | 5.430 | -0.69% | 0.020 | +16.89% | +1.93% | 2,307.2 | ||
PFFD | Global X U.S. Preferred ETF | 15,056 | 291.6 | -90.13% | 4.180 | -0.65% | 0.010 | +3.86% | -2.10% | 2,300.3 | ||
FSK | FS KKR Capital Corp | 16,055 | 281.0 | -97.48% | 4.030 | -2.41% | 0.010 | +18.31% | +10.18% | 6,265.1 | Asset Management | |
USRT | iShares Core U.S. REIT ETF | 5,531 | 273.5 | -90.47% | 3.920 | -0.57% | 0.010 | +3.47% | -0.68% | 2,971.2 |
Foresight Wealth Management, LLC's Historical Top Holdings Breakdowns
Foresight Wealth Management, LLC Total Holding History ($B)
Foresight Wealth Management, LLC's Asset Allocation
Foresight Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Foresight Wealth Management, LLC's Hypothetical Growth since 2022-12-31
Foresight Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Foresight Wealth Management, LLC's Holdings Heat Map
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Foresight Wealth Management, LLC's Holdings Bubble Chart
Foresight Wealth Management, LLC News
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