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

Top Buys

1
+$4.95M
2
+$3.21M
3
+$3.09M
4
HD icon
Home Depot
HD
+$3.08M
5
LMT icon
Lockheed Martin
LMT
+$2.81M

Top Sells

1
+$3.07M
2
+$2.52M
3
+$2.1M
4
SPYG icon
State Street 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
– –
-26,117
52
– –
-38,155
53
– –
-49,641
54
– –
-4,190
55
– –
-9,408
56
– –
-2,113
57
– –
-1,372
58
– –
-3,797
59
– –
-1,000
60
– –
-28,037
61
– –
-3,807
62
– –
-3,891
63
– –
-34,258
64
– –
-10,599
1 2
3