FWP

Forefront Wealth Partners Portfolio holdings

AUM $211M
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.55M
3
+$979K
4
SPGI icon
S&P Global
SPGI
+$855K
5
NDVG icon
Nuveen Dividend Growth ETF
NDVG
+$846K

Top Sells

1
+$2.22M
2
+$1.64M
3
+$1.36M
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

Sector Composition

1 Technology 13.52%
2 Consumer Discretionary 3.71%
3 Financials 2.89%
4 Healthcare 2.06%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$666K 0.46%
3,018
+270
52
$576K 0.4%
2,906
+180
53
$563K 0.39%
1,114
+66
54
$544K 0.37%
12,535
-17
55
$535K 0.37%
11,915
-2,138
56
$527K 0.36%
2,896
-85
57
$522K 0.36%
1,738
+64
58
$507K 0.35%
+3,115
59
$503K 0.35%
1,591
-26
60
$490K 0.34%
4,924
+1,333
61
$483K 0.33%
18,893
+7,361
62
$472K 0.32%
907
-83
63
$471K 0.32%
277
-25
64
$454K 0.31%
3,793
+1,255
65
$453K 0.31%
+2,511
66
$432K 0.3%
2,588
-271
67
$426K 0.29%
614
-103
68
$423K 0.29%
548
-105
69
$396K 0.27%
4,701
-299
70
$369K 0.25%
829
-32
71
$364K 0.25%
+3,058
72
$364K 0.25%
+2,237
73
$357K 0.25%
1,276
+7
74
$354K 0.24%
6,713
+2,518
75
$343K 0.24%
929
+184
1 2
3
4 5