FWP
Forefront Wealth Partners Portfolio holdings
AUM $147M
AUM
$147M
AUM Growth
+$12.7M (+9%)
Cap. Flow
+$19.4M
Cap. Flow % of AUM
13.24%
Top 10 Holdings %Top 10 Hldgs %
41.81%
Holding
134
New
43
Increased
46
Reduced
38
Closed
6
Top Buys
| 1 | $2.22M | |
| 2 | $1.76M | |
| 3 | $1.33M | |
| 4 | $1.3M | |
| 5 | $1.29M |
Top Sells
| 1 | $1.66M | |
| 2 | $666K | |
| 3 | $649K | |
| 4 | $454K | |
| 5 | $416K |
Sector Composition
| 1 | Technology | 11.73% |
| 2 | Consumer Discretionary | 3.16% |
| 3 | Financials | 2.69% |
| 4 | Healthcare | 2.26% |
| 5 | Communication Services | 2.02% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $678K | 0.46% | 15,046 -3,171 | -17% | -$143K | |||
| $673K | 0.46% | 4,898 +1,583 | +48% | +$218K | |||
| $668K | 0.45% | 30,298 | New | +$668K | |||
| $635K | 0.43% | 16,927 | New | +$635K | |||
| $622K | 0.42% | 21,205 | New | +$622K | |||
| $603K | 0.41% | 11,726 | New | +$603K | |||
| $591K | 0.4% | 14,999 | New | +$591K | |||
| $589K | 0.4% | 302 +25 | +9% | +$48.8K | |||
| $573K | 0.39% | 14,053 +2,138 | +18% | +$87.1K | |||
| $572K | 0.39% | 2,859 +271 | +10% | +$54.2K | |||
| $567K | 0.39% | 1,617 +26 | +2% | +$9.11K | |||
| $564K | 0.38% | 17,971 | New | +$564K | |||
| $549K | 0.37% | 1,048 -66 | -6% | -$34.6K | |||
| $539K | 0.37% | 653 +105 | +19% | +$86.7K | |||
| $535K | 0.36% | 8,689 +894 | +11% | +$55K | |||
| $528K | 0.36% | 10,496 | New | +$528K | |||
| $517K | 0.35% | 12,552 +17 | +0.1% | +$700 | |||
| $509K | 0.35% | 2,981 +85 | +3% | +$14.5K | |||
| $508K | 0.35% | 2,726 -180 | -6% | -$33.5K | |||
| $493K | 0.34% | 990 +83 | +9% | +$41.3K | |||
| $475K | 0.32% | 717 +103 | +17% | +$68.3K | |||
| $475K | 0.32% | 20,417 -8,503 | -29% | -$198K | |||
| $448K | 0.3% | 2,117 -3,070 | -59% | -$649K | |||
| $434K | 0.3% | 5,000 +299 | +6% | +$26K | |||
| $430K | 0.29% | 5,055 | New | +$430K |
