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
$139M
AUM Growth
+$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$691K
3
+$573K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$277K
5
TTD icon
Trade Desk
TTD
+$270K

Top Sells

1
+$866K
2
+$619K
3
+$615K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$551K
5
TSM icon
TSMC
TSM
+$345K

Sector Composition

1 Technology 21.5%
2 Communication Services 8.51%
3 Healthcare 7.95%
4 Consumer Discretionary 7.34%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
51
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$267K 0.19%
+6,247
PLTR icon
52
Palantir
PLTR
$366B
$266K 0.19%
1,494
-168
DTM icon
53
DT Midstream
DTM
$14.5B
$260K 0.19%
2,169
+41
CW icon
54
Curtiss-Wright
CW
$26.3B
$256K 0.18%
464
-10
BK icon
55
Bank of New York Mellon
BK
$81.2B
$255K 0.18%
2,195
-33
SO icon
56
Southern Company
SO
$109B
$251K 0.18%
2,880
+3
GS icon
57
Goldman Sachs
GS
$260B
$245K 0.18%
279
-3
APH icon
58
Amphenol
APH
$163B
$245K 0.18%
1,813
-10
CEG icon
59
Constellation Energy
CEG
$117B
$239K 0.17%
677
-25
NRG icon
60
NRG Energy
NRG
$34.8B
$237K 0.17%
1,487
-45
TTD icon
61
Trade Desk
TTD
$12.2B
$231K 0.17%
+6,092
RSP icon
62
Invesco S&P 500 Equal Weight ETF
RSP
$89.5B
$229K 0.16%
1,196
+1
IBM icon
63
IBM
IBM
$235B
$214K 0.15%
724
-12
NEM icon
64
Newmont
NEM
$130B
$213K 0.15%
+2,135
ROIV icon
65
Roivant Sciences
ROIV
$21.1B
$209K 0.15%
+9,622
WFC icon
66
Wells Fargo
WFC
$259B
$205K 0.15%
+2,199
CAH icon
67
Cardinal Health
CAH
$52.5B
$204K 0.15%
+995
GH icon
68
Guardant Health
GH
$12.2B
$204K 0.15%
+2,000
UAMY icon
69
United States Antimony
UAMY
$1.36B
$119K 0.09%
+23,624
AUTL
70
Autolus Therapeutics
AUTL
$434M
$53.5K 0.04%
26,870
RZLV
71
Rezolve AI
RZLV
$1.09B
$35.3K 0.03%
13,750
-59,450
AXON icon
72
Axon Enterprise
AXON
$45.8B
– –
-318
DIS icon
73
Walt Disney
DIS
$183B
– –
-1,830
IBIT icon
74
iShares Bitcoin Trust
IBIT
$55.6B
– –
-8,480
MSI icon
75
Motorola Solutions
MSI
$79.6B
– –
-450
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3
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