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
$71.8M
AUM Growth
-$2.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$3.15M
2
+$1.58M
3
+$978K
4
DVN icon
Devon Energy
DVN
+$924K
5
XIFR
XPLR Infrastructure LP
XIFR
+$922K

Top Sells

1
+$2.86M
2
+$1.47M
3
+$1.44M
4
OMF icon
OneMain Financial
OMF
+$1.24M
5
ABT icon
Abbott
ABT
+$1.07M

Sector Composition

1 Healthcare 19.63%
2 Technology 17.21%
3 Consumer Staples 9.03%
4 Energy 8.01%
5 Consumer Discretionary 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-28,782
52
– –
-8,688
53
– –
-2,599
1 2
3