FWM

Forefront Wealth Management Portfolio holdings

AUM $136M
1-Year Est. Return 23.6%
This Quarter Est. Return
1 Year Est. Return
+23.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.14M
3
+$619K
4
RZLV
Rezolve AI
RZLV
+$365K
5
RCAT icon
Red Cat Holdings
RCAT
+$300K

Top Sells

1
+$767K
2
+$378K
3
+$329K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$267K
5
UNH icon
UnitedHealth
UNH
+$253K

Sector Composition

1 Technology 23.07%
2 Communication Services 8.55%
3 Consumer Discretionary 7.18%
4 Industrials 6.37%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGT icon
26
Vanguard Information Technology ETF
VGT
$114B
$2.03M 1.49%
2,724
+1
MCD icon
27
McDonald's
MCD
$219B
$2.01M 1.47%
6,613
-193
HOOD icon
28
Robinhood
HOOD
$120B
$1.68M 1.23%
+11,757
VG
29
Venture Global Inc
VG
$16.9B
$1.68M 1.23%
118,399
+3,710
QQQ icon
30
Invesco QQQ Trust
QQQ
$408B
$1.64M 1.2%
2,734
+273
REGN icon
31
Regeneron Pharmaceuticals
REGN
$76.1B
$1.62M 1.19%
2,885
-135
UNH icon
32
UnitedHealth
UNH
$308B
$1.38M 1.01%
4,008
-733
GPIQ icon
33
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$2.24B
$1.21M 0.89%
23,109
-139
UBER icon
34
Uber
UBER
$188B
$1.14M 0.84%
+11,656
AMGN icon
35
Amgen
AMGN
$186B
$1.12M 0.82%
3,952
-144
AAAU icon
36
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.39B
$1.02M 0.75%
26,867
+2,153
HDV icon
37
iShares Core High Dividend ETF
HDV
$11.8B
$894K 0.66%
7,304
+97
MRK icon
38
Merck
MRK
$254B
$853K 0.63%
10,162
NVDA icon
39
NVIDIA
NVDA
$4.36T
$830K 0.61%
4,447
-105
ETHA
40
iShares Ethereum Trust ETF
ETHA
$1.82B
$619K 0.45%
+19,648
IBIT icon
41
iShares Bitcoin Trust
IBIT
$72.2B
$551K 0.4%
8,480
+3,550
PFE icon
42
Pfizer
PFE
$145B
$528K 0.39%
20,738
LMT icon
43
Lockheed Martin
LMT
$103B
$483K 0.35%
967
+1
XOM icon
44
Exxon Mobil
XOM
$497B
$421K 0.31%
3,735
+2
ABBV icon
45
AbbVie
ABBV
$407B
$419K 0.31%
1,809
ETR icon
46
Entergy
ETR
$42.1B
$373K 0.27%
4,000
RZLV
47
Rezolve AI
RZLV
$842M
$365K 0.27%
+73,200
VOO icon
48
Vanguard S&P 500 ETF
VOO
$803B
$349K 0.26%
570
BX icon
49
Blackstone
BX
$117B
$344K 0.25%
2,013
PLTR icon
50
Palantir
PLTR
$420B
$303K 0.22%
1,662
+2
1
2
3