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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$7.03M
3
+$6.98M
4
NVDA icon
NVIDIA
NVDA
+$4.57M
5
TGT icon
Target
TGT
+$4.2M

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
51
$224K 0.21%
+3,653
52
$209K 0.2%
+3,807
53
$202K 0.19%
+3,891
54
$201K 0.19%
+2,933
55
$160K 0.15%
+34,258
1 2
3