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
51
$563K 0.42%
+1,114
52
$544K 0.41%
+12,535
53
$535K 0.4%
+11,915
54
$527K 0.39%
+2,896
55
$522K 0.39%
+1,738
56
$503K 0.37%
+1,591
57
$490K 0.37%
+4,924
58
$483K 0.36%
+18,893
59
$480K 0.36%
+3,315
60
$472K 0.35%
+907
61
$471K 0.35%
+277
62
$453K 0.34%
+2,511
63
$432K 0.32%
+2,588
64
$426K 0.32%
+614
65
$423K 0.32%
+548
66
$396K 0.29%
+4,701
67
$392K 0.29%
+3,840
68
$369K 0.27%
+829
69
$364K 0.27%
+2,237
70
$357K 0.27%
+1,276
71
$354K 0.26%
+6,713
72
$343K 0.26%
+929
73
$330K 0.25%
+7,505
74
$328K 0.24%
+2,754
75
$315K 0.23%
+1,976
1 2
3
4