FWM
Forefront Wealth Management Portfolio holdings
AUM
$139M
1-Year Est. Return
27.37%
This Fund
S&P 500
1 Year Est. Return
+27.37%
AUM
$139M
AUM Growth
+$3.02M
(+2.2%)
Holding
79
Top Buys
| 1 | +$1.3M | |
| 2 | +$691K | |
| 3 | +$573K | |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$277K |
| 5 |
Trade Desk
TTD
|
+$270K |
Top Sells
| 1 | +$866K | |
| 2 | +$619K | |
| 3 | +$615K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$551K |
| 5 |
TSMC
TSM
|
+$345K |
Sector Composition
| 1 | Technology | 21.5% |
| 2 | Communication Services | 8.51% |
| 3 | Healthcare | 7.95% |
| 4 | Consumer Discretionary | 7.34% |
| 5 | Industrials | 6.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Red Cat Holdings
RCAT
$1.76B
| – | – |
-29,000
|
|
||
77
SoundHound AI
SOUN
$3.43B
| – | – |
-10,165
|
|
||
78
Vistra
VST
$55.4B
| – | – |
-1,278
|
|
||
|
ETHA
79
iShares Ethereum Trust ETF
ETHA
$1.24B
| – | – |
-19,648
|
|