FWM
Forefront Wealth Management Portfolio holdings
AUM
$125M
1 Year Est. Return
–
AUM
$108M
AUM Growth
-$508K
(-0.47%)
Holding
53
Top Buys
| 1 | +$2.31M | |
| 2 | +$938K | |
| 3 | +$722K | |
| 4 |
Constellation Energy
CEG
|
+$603K |
| 5 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$334K |
Top Sells
| 1 | +$888K | |
| 2 | +$793K | |
| 3 | +$325K | |
| 4 |
Eli Lilly
LLY
|
+$293K |
| 5 |
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
iShares Bitcoin Trust
IBIT
$81.5B
| – | – |
-14,950
|
|
||
|
52
Eli Lilly
LLY
$720B
| – | – |
-379
|
|
||
53
Motorola Solutions
MSI
$74.1B
| – | – |
-450
|
|