FWP
Forefront Wealth Partners Portfolio holdings
AUM
$146M
This Quarter Return
-3.05%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$12.7M
(+9.4%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
12.07%
Top 10 Holdings %
Top 10 Hldgs %
41.81%
Holding
134
New
43
Increased
46
Reduced
38
Closed
6
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$2.22M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.76M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.33M |
| 4 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$1.3M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.29M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.66M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$666K |
| 3 |
VanEck Semiconductor ETF
SMH
|
+$649K |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$454K |
| 5 |
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% |
