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
1
$10.9M 8.73%
21,903
-117
2
$9.78M 7.84%
172,080
+48,526
3
$7.97M 6.39%
36,340
-47
4
$6.4M 5.13%
117,618
+36,987
5
$6.22M 4.99%
27,475
+609
6
$5.63M 4.52%
27,464
-3,772
7
$5.09M 4.08%
5,146
-197
8
$4.2M 3.37%
23,848
-46
9
$3.86M 3.1%
20,760
-4
10
$3.46M 2.77%
42,349
-1,487
11
$3.24M 2.59%
4,384
-3
12
$3M 2.4%
+64,685
13
$2.83M 2.27%
9,759
-18
14
$2.77M 2.22%
11,609
+74
15
$2.73M 2.19%
7,030
+19
16
$2.63M 2.11%
55,423
+1,088
17
$2.61M 2.1%
43,768
+1,895
18
$2.58M 2.07%
56,545
+18,016
19
$2.57M 2.06%
18,880
-8
20
$2.54M 2.04%
36,073
-7
21
$2.49M 2%
15,797
-396
22
$2.45M 1.97%
+157,967
23
$2.45M 1.96%
70,444
+2,710
24
$2.04M 1.64%
41,032
-52,836
25
$1.99M 1.59%
6,806
+11
1
2 3