FWM
Forefront Wealth Management Portfolio holdings
AUM
$125M
This Quarter Return
+10.91%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.48%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.9M |
| 2 |
Amazon
AMZN
|
$7.25M |
| 3 |
Microsoft
MSFT
|
$7.24M |
| 4 |
NVIDIA
NVDA
|
$4.88M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Exxon Mobil
XOM
$489B
| $224K | 0.21% |
+3,653
| New | +$224K |
|
52
Vanguard Tax-Exempt Bond Index Fund
VTEB
$37.8B
| $209K | 0.2% |
+3,807
| New | +$209K |
|
53
Verizon
VZ
$185B
| $202K | 0.19% |
+3,891
| New | +$202K |
|
54
Southern Company
SO
$101B
| $201K | 0.19% |
+2,933
| New | +$201K |
|
|
SWN
55
DELISTED
Southwestern Energy Company
SWN
| $160K | 0.15% |
+34,258
| New | +$160K |
|