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FWP

Forefront Wealth Partners Portfolio holdings

AUM $239M
1-Year Est. Return 16.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.02M
3
+$2.11M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M

Top Sells

1
+$1.96M
2
+$546K
3
+$526K
4
FCX icon
Freeport-McMoran
FCX
+$479K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$427K

Sector Composition

1 Technology 13.5%
2 Consumer Discretionary 3.01%
3 Communication Services 2.38%
4 Financials 2.37%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRID icon
26
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.3B
$2.19M 0.92%
13,378
+2,225
SPSM icon
27
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
$2.18M 0.91%
45,071
+3,524
USFR icon
28
WisdomTree Floating Rate Treasury Fund
USFR
$17.3B
$2.16M 0.9%
42,914
+62
IWL icon
29
iShares Russell Top 200 ETF
IWL
$2.17B
$2.09M 0.88%
13,032
+2,294
SPMB icon
30
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.93B
$2M 0.84%
89,161
+8,193
META icon
31
Meta Platforms (Facebook)
META
$1.49T
$1.99M 0.83%
3,478
+1,025
CIBR icon
32
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.2B
$1.97M 0.83%
31,487
-8,148
MU icon
33
Micron Technology
MU
$1.07T
$1.94M 0.81%
5,750
+630
SCHD icon
34
Schwab US Dividend Equity ETF
SCHD
$95B
$1.79M 0.75%
58,293
-1,320
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$120B
$1.7M 0.71%
12,809
-2,438
VOO icon
36
Vanguard S&P 500 ETF
VOO
$973B
$1.66M 0.69%
2,771
+180
AMD icon
37
Advanced Micro Devices
AMD
$800B
$1.65M 0.69%
8,121
+536
SHLD icon
38
Global X Defense Tech ETF
SHLD
$7.55B
$1.6M 0.67%
+22,650
VO icon
39
Vanguard Mid-Cap ETF
VO
$102B
$1.57M 0.66%
21,820
+3,172
CALF icon
40
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.5B
$1.51M 0.63%
33,631
+4,365
VTI icon
41
Vanguard Total Stock Market ETF
VTI
$647B
$1.5M 0.63%
4,686
+754
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$127B
$1.41M 0.59%
13,244
+116
IQLT icon
43
iShares MSCI Intl Quality Factor ETF
IQLT
$13.2B
$1.34M 0.56%
28,930
+4,908
SMH icon
44
VanEck Semiconductor ETF
SMH
$68.3B
$1.32M 0.55%
3,449
-126
IWR icon
45
iShares Russell Mid-Cap ETF
IWR
$54.4B
$1.28M 0.54%
13,199
+1,922
ILF icon
46
iShares Latin America 40 ETF
ILF
$4.09B
$1.24M 0.52%
+34,878
TSLA icon
47
Tesla
TSLA
$1.54T
$1.22M 0.51%
3,282
+567
ASML icon
48
ASML
ASML
$674B
$1.2M 0.5%
910
+79
DTCR icon
49
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.23B
$1.2M 0.5%
49,971
+17,737
MUB icon
50
iShares National Muni Bond ETF
MUB
$45.2B
$1.2M 0.5%
11,278
+1,476
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