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
$147M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.76M
3
+$1.33M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M

Top Sells

1
+$1.66M
2
+$666K
3
+$649K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$454K
5
AME icon
Ametek
AME
+$453K

Sector Composition

1 Technology 11.36%
2 Consumer Discretionary 3.16%
3 Financials 2.69%
4 Communication Services 2.39%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.99%
13,313
-694
27
$1.43M 0.97%
5,537
+61
28
$1.35M 0.92%
34,134
-2,683
29
$1.3M 0.89%
+59,831
30
$1.29M 0.88%
+16,290
31
$1.24M 0.84%
3,430
-1,845
32
$1.19M 0.81%
5,782
+275
33
$1.17M 0.8%
7,479
+408
34
$1.16M 0.79%
7,957
-623
35
$1.09M 0.74%
3,980
+675
36
$1.06M 0.73%
1,848
+226
37
$1.05M 0.71%
4,044
+299
38
$963K 0.66%
5,750
+202
39
$905K 0.62%
1,782
-1
40
$871K 0.59%
17,141
+12,124
41
$864K 0.59%
3,220
+142
42
$857K 0.58%
11,766
-1,623
43
$834K 0.57%
1,522
-46
44
$831K 0.57%
15,399
-7,710
45
$793K 0.54%
+21,774
46
$787K 0.54%
7,659
+659
47
$734K 0.5%
922
+22
48
$733K 0.5%
2,748
-270
49
$692K 0.47%
8,151
-695
50
$686K 0.47%
27,415
-18,125
1
2
3 4 5