FWP

Forefront Wealth Partners Portfolio holdings

AUM $397M
1-Year Est. Return 13.66%
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.93M
3
+$9.53M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.64M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.31%
2 Consumer Discretionary 3.93%
3 Financials 2.47%
4 Communication Services 2.21%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.08%
+5,476
27
$1.42M 1.06%
+22,387
28
$1.37M 1.02%
+36,817
29
$1.35M 1%
+7,071
30
$1.29M 0.96%
+5,548
31
$1.28M 0.95%
+5,507
32
$1.27M 0.95%
+45,540
33
$1.26M 0.94%
+5,187
34
$1.21M 0.9%
+23,109
35
$1.18M 0.88%
+8,580
36
$1.03M 0.77%
+3,078
37
$958K 0.71%
+3,305
38
$954K 0.71%
+900
39
$950K 0.71%
+1,622
40
$888K 0.66%
+1,783
41
$885K 0.66%
+1,642
42
$861K 0.64%
+7,795
43
$846K 0.63%
+7,000
44
$831K 0.62%
+18,217
45
$826K 0.62%
+1,568
46
$808K 0.6%
+13,389
47
$787K 0.59%
+28,920
48
$754K 0.56%
+8,846
49
$666K 0.5%
+3,018
50
$576K 0.43%
+2,906
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