FWM

Forefront Wealth Management Portfolio holdings

AUM $136M
1-Year Est. Return 23.6%
This Quarter Est. Return
1 Year Est. Return
+23.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$508K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$938K
3
+$722K
4
CEG icon
Constellation Energy
CEG
+$603K
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$334K

Top Sells

1
+$888K
2
+$793K
3
+$325K
4
LLY icon
Eli Lilly
LLY
+$293K
5
ASML icon
ASML
ASML
+$280K

Sector Composition

1 Technology 23.53%
2 Healthcare 9.25%
3 Communication Services 8.61%
4 Consumer Discretionary 8.37%
5 Energy 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-14,950
52
– –
-379
53
– –
-450
1 2
3