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
$125M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$2.69M
3
+$2.3M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.91M
5
SIVR icon
abrdn Physical Silver Shares ETF
SIVR
+$1.52M

Top Sells

1
+$2.47M
2
+$2.31M
3
+$2.14M
4
GPIQ icon
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
+$1.75M
5
AAPL icon
Apple
AAPL
+$762K

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
$243K 0.19%
500
+5
52
$239K 0.19%
2,173
-3
53
$234K 0.19%
+1,206
54
$230K 0.18%
+471
55
$226K 0.18%
+1,660
56
$219K 0.18%
679
-8,078
57
$217K 0.17%
1,194
+1
58
$216K 0.17%
+734
59
$207K 0.17%
1,962
+37
60
$201K 0.16%
+2,208
61
$109K 0.09%
+10,165
62
$61.3K 0.05%
+26,870
63
– –
-31,713
1 2
3