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
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$7.99M
3
+$7.89M
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$6.8M
5
TSM icon
TSMC
TSM
+$5.33M

Top Sells

No sells this quarter

Sector Composition

1 Technology 24.73%
2 Consumer Discretionary 9.17%
3 Healthcare 9.12%
4 Communication Services 8.94%
5 Energy 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.33M 8.59%
+22,128
2
$7.99M 7.36%
+36,427
3
$7.89M 7.27%
+31,525
4
$6.8M 6.27%
+118,236
5
$5.33M 4.91%
+26,987
6
$4.91M 4.52%
+5,361
7
$4.58M 4.22%
+24,204
8
$4.41M 4.06%
+43,927
9
$4.39M 4.05%
+88,874
10
$4.18M 3.85%
+74,174
11
$3.28M 3.02%
+22,771
12
$2.73M 2.51%
+55,642
13
$2.58M 2.38%
+4,407
14
$2.54M 2.34%
+11,509
15
$2.53M 2.33%
+6,980
16
$2.47M 2.28%
+54,576
17
$2.32M 2.14%
+4,595
18
$2.32M 2.13%
+9,662
19
$2.31M 2.13%
+21,139
20
$2.25M 2.08%
+35,986
21
$2.21M 2.03%
+3,097
22
$2.16M 1.99%
+68,945
23
$2.14M 1.97%
+18,899
24
$2M 1.85%
+41,605
25
$1.97M 1.81%
+6,785
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