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
51
$678K 0.46%
15,046
-3,171
52
$673K 0.46%
4,898
+1,583
53
$668K 0.45%
+30,298
54
$635K 0.43%
+16,927
55
$622K 0.42%
+21,205
56
$603K 0.41%
+11,726
57
$591K 0.4%
+14,999
58
$589K 0.4%
302
+25
59
$573K 0.39%
14,053
+2,138
60
$572K 0.39%
2,859
+271
61
$567K 0.39%
1,617
+26
62
$564K 0.38%
+17,971
63
$549K 0.37%
1,048
-66
64
$539K 0.37%
653
+105
65
$535K 0.36%
8,689
+894
66
$528K 0.36%
+10,496
67
$517K 0.35%
12,552
+17
68
$509K 0.35%
2,981
+85
69
$508K 0.35%
2,726
-180
70
$493K 0.34%
990
+83
71
$475K 0.32%
717
+103
72
$475K 0.32%
20,417
-8,503
73
$448K 0.3%
2,117
-3,070
74
$434K 0.3%
5,000
+299
75
$430K 0.29%
+5,055
1 2
3
4 5