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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$7.99M
3
+$7.89M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.8M
5
TSM icon
TSMC
TSM
+$5.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.73%
2 Consumer Discretionary 9.17%
3 Healthcare 9.12%
4 Communication Services 8.94%
5 Energy 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.49%
+2,601
27
$1.29M 1.19%
+5,764
28
$1.04M 0.96%
+3,996
29
$1.02M 0.94%
+10,252
30
$875K 0.81%
+37,891
31
$822K 0.76%
+7,318
32
$793K 0.73%
+14,950
33
$554K 0.51%
+20,891
34
$529K 0.49%
+3,941
35
$463K 0.43%
+953
36
$401K 0.37%
+3,730
37
$347K 0.32%
+2,013
38
$325K 0.3%
+547
39
$325K 0.3%
+1,828
40
$307K 0.28%
+570
41
$303K 0.28%
+4,000
42
$293K 0.27%
+379
43
$280K 0.26%
+404
44
$254K 0.23%
+1,452
45
$240K 0.22%
+2,913
46
$226K 0.21%
+499
47
$221K 0.2%
+2,225
48
$208K 0.19%
+450
49
$202K 0.19%
+1,953
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