FWM

Forefront Wealth Management Portfolio holdings

AUM $125M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$7.25M
3
+$7.24M
4
NVDA icon
NVIDIA
NVDA
+$4.88M
5
ABT icon
Abbott
ABT
+$4.24M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.51%
2 Healthcare 17.03%
3 Consumer Discretionary 9.13%
4 Financials 8.87%
5 Communication Services 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.42%
+3,243
27
$1.37M 1.31%
+17,830
28
$1.32M 1.26%
+49,641
29
$1.31M 1.25%
+22,127
30
$990K 0.95%
+3,797
31
$824K 0.79%
+10,752
32
$799K 0.76%
+2,376
33
$792K 0.76%
+53,099
34
$783K 0.75%
+2,940
35
$780K 0.74%
+52,336
36
$460K 0.44%
+10,599
37
$363K 0.35%
+2,295
38
$343K 0.33%
+23,508
39
$322K 0.31%
+905
40
$320K 0.31%
+2,471
41
$313K 0.3%
+18,715
42
$271K 0.26%
+2,001
43
$265K 0.25%
+753
44
$260K 0.25%
+5,160
45
$254K 0.24%
+1,000
46
$248K 0.24%
+2,113
47
$235K 0.22%
+1,372
48
$232K 0.22%
+5,533
49
$225K 0.21%
+3,809
50
$225K 0.21%
+4,000
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