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
$101M
AUM Growth
-$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.51M
3
+$3.16M
4
LMT icon
Lockheed Martin
LMT
+$3.06M
5
HD icon
Home Depot
HD
+$2.66M

Top Sells

1
+$3.07M
2
+$2.75M
3
+$2.1M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.03M
5
BBWI icon
Bath & Body Works
BBWI
+$1.82M

Sector Composition

1 Technology 18.74%
2 Healthcare 16.58%
3 Consumer Discretionary 9.69%
4 Financials 6.3%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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56
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57
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58
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-3,797
59
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-1,000
60
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-28,037
61
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-3,807
62
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-3,891
63
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-34,258
64
– –
-10,599
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3