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

Top Buys

1 +$2.83M
2 +$1.6M
3 +$894K
4
OKE icon
Oneok
OKE
+$842K
5
XIFR
XPLR Infrastructure LP
XIFR
+$832K

Top Sells

1 +$2.86M
2 +$1.44M
3 +$1.36M
4
OMF icon
OneMain Financial
OMF
+$1.24M
5
ABT icon
Abbott
ABT
+$971K

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
-4,344
52
-2,599
53
-2,400