FWM
Forefront Wealth Management Portfolio holdings
AUM
$136M
1-Year Est. Return
23.6%
1 Year Est. Return
+23.6%
AUM
$125M
AUM Growth
+$16.7M
(+15%)
Holding
63
Top Buys
| 1 | +$3M | |
| 2 | +$2.76M | |
| 3 | +$2.45M | |
| 4 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$2.01M |
| 5 |
abrdn Physical Silver Shares ETF
SIVR
|
+$1.63M |
Top Sells
| 1 | +$2.63M | |
| 2 | +$2.61M | |
| 3 | +$2.31M | |
| 4 |
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
|
+$1.89M |
| 5 |
Apple
AAPL
|
+$774K |
Sector Composition
| 1 | Technology | 21.87% |
| 2 | Communication Services | 8.18% |
| 3 | Consumer Discretionary | 7.99% |
| 4 | Healthcare | 6.8% |
| 5 | Energy | 6.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.08T
| $243K | 0.19% |
500
+5
|
|
||
52
DT Midstream
DTM
$11.6B
| $239K | 0.19% |
2,173
-3
|
|
||
53
Vistra
VST
$64.7B
| $234K | 0.19% |
+1,206
|
|
||
54
Curtiss-Wright
CW
$21.5B
| $230K | 0.18% |
+471
|
|
||
55
Palantir
PLTR
$424B
| $226K | 0.18% |
+1,660
|
|
||
56
Constellation Energy
CEG
$112B
| $219K | 0.18% |
679
-8,078
|
|
||
57
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
| $217K | 0.17% |
1,194
+1
|
|
||
58
IBM
IBM
$286B
| $216K | 0.17% |
+734
|
|
||
59
Aflac
AFL
$59.8B
| $207K | 0.17% |
1,962
+37
|
|
||
60
Bank of New York Mellon
BK
$76.5B
| $201K | 0.16% |
+2,208
|
|
||
61
SoundHound AI
SOUN
$5.76B
| $109K | 0.09% |
+10,165
|
|
||
|
AUTL
62
Autolus Therapeutics
AUTL
$354M
| $61.3K | 0.05% |
+26,870
|
|
||
63
Uber
UBER
$191B
| – | – |
-31,713
|
|