FWM

Forefront Wealth Management Portfolio holdings

AUM $125M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$3.51M
3
+$3.16M
4
LMT icon
Lockheed Martin
LMT
+$3.06M
5
HD icon
Home Depot
HD
+$2.66M

Top Sells

1
+$3.07M
2
+$2.75M
3
+$2.1M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.03M
5
BBWI icon
Bath & Body Works
BBWI
+$1.82M

Sector Composition

1 Technology 18.74%
2 Healthcare 16.58%
3 Consumer Discretionary 9.69%
4 Financials 6.3%
5 Industrials 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.86M 7.78%
45,017
+508
2
$6.92M 6.85%
22,449
+928
3
$6.87M 6.79%
42,120
-1,380
4
$5.1M 5.04%
+47,707
5
$3.95M 3.91%
7,744
+74
6
$3.58M 3.54%
30,240
+151
7
$3.54M 3.5%
16,692
-586
8
$3.54M 3.5%
25,440
+400
9
$3.53M 3.49%
5,057
-24
10
$3.51M 3.47%
+59,364
11
$3.46M 3.43%
7,847
+6,942
12
$3.29M 3.26%
30,780
-3,345
13
$3.29M 3.25%
12,636
+115
14
$3.22M 3.19%
30,275
-457
15
$3.22M 3.19%
115,978
-22,346
16
$3.16M 3.12%
+60,382
17
$2.66M 2.63%
+8,889
18
$2.64M 2.61%
31,157
-200
19
$2.54M 2.51%
8,644
+724
20
$2.34M 2.32%
30,002
+420
21
$2.04M 2.02%
15,481
+553
22
$2.01M 1.99%
40,012
+288
23
$1.78M 1.76%
65,360
-100,600
24
$1.71M 1.69%
+7,986
25
$1.6M 1.58%
14,540
-13,692
1
2 3