FWM

Forefront Wealth Management Portfolio holdings

AUM $139M
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.69M
3
+$2.3M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.91M
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$1.52M

Top Sells

1
+$2.47M
2
+$2.31M
3
+$2.14M
4
GPIQ icon
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
+$1.75M
5
AAPL icon
Apple
AAPL
+$762K

Sector Composition

1 Technology 21.87%
2 Communication Services 8.18%
3 Consumer Discretionary 7.99%
4 Healthcare 6.8%
5 Energy 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.45%
2,723
+141
27
$1.79M 1.43%
114,689
+23,600
28
$1.63M 1.31%
+47,401
29
$1.59M 1.27%
3,020
-101
30
$1.48M 1.19%
4,741
+144
31
$1.36M 1.09%
+2,461
32
$1.16M 0.93%
23,248
-38,001
33
$1.14M 0.92%
4,096
-30
34
$844K 0.68%
7,207
+223
35
$808K 0.65%
+24,714
36
$804K 0.64%
10,162
37
$767K 0.61%
34,223
+2,450
38
$719K 0.58%
4,552
-454
39
$503K 0.4%
20,738
40
$448K 0.36%
966
+3
41
$402K 0.32%
3,733
+1
42
$336K 0.27%
1,809
-19
43
$332K 0.27%
4,000
44
$324K 0.26%
570
45
$302K 0.24%
+4,930
46
$301K 0.24%
2,013
47
$271K 0.22%
3,504
+10
48
$269K 0.22%
+325
49
$264K 0.21%
2,874
+2
50
$244K 0.2%
+1,520
1
2
3