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
$76.5M
AUM Growth
+$2.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$1.88M
3
+$1.46M
4
WCC icon
WESCO International
WCC
+$1.26M
5
HUBG icon
HUB Group
HUBG
+$1.23M

Top Sells

1
+$2.63M
2
+$1.85M
3
+$1.69M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.65M
5
HD icon
Home Depot
HD
+$1.21M

Sector Composition

1 Technology 19.86%
2 Healthcare 17.76%
3 Energy 7.73%
4 Consumer Staples 7.68%
5 Industrials 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.09M 9.27%
69,768
-1,408
2
$6.31M 8.25%
21,892
+5
3
$6.12M 8%
37,084
-1,749
4
$3.75M 4.91%
36,352
+228
5
$3.6M 4.71%
7,619
+24
6
$3.4M 4.45%
21,338
+49
7
$3.27M 4.27%
58,858
-621
8
$2.72M 3.55%
42,745
+71
9
$2.64M 3.45%
25,470
+3,678
10
$2.57M 3.36%
3,126
-2,003
11
$2.56M 3.35%
+27,506
12
$2.38M 3.11%
4,794
-3
13
$2.33M 3.05%
38,410
+30,915
14
$2.15M 2.81%
42,536
-3,084
15
$2.08M 2.72%
4,400
+10
16
$2M 2.62%
19,759
-24
17
$2M 2.61%
12,075
-11
18
$1.49M 1.95%
24,031
-27,203
19
$1.46M 1.9%
+65,857
20
$1.41M 1.85%
14,312
+29
21
$1.26M 1.64%
+8,140
22
$1.23M 1.61%
+29,414
23
$1.12M 1.47%
2,916
-38
24
$1.09M 1.43%
10,262
25
$1.09M 1.42%
+20,760
1
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