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
$146M
AUM Growth
-$1.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.54M
3
+$950K
4
SPGI icon
S&P Global
SPGI
+$878K
5
NDVG icon
Nuveen Dividend Growth ETF
NDVG
+$863K

Top Sells

1
+$2.22M
2
+$1.68M
3
+$1.39M
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
TMUS icon
51
T-Mobile US
TMUS
$256B
$666K 0.46%
3,018
+270
VBR icon
52
Vanguard Small-Cap Value ETF
VBR
$31.3B
$576K 0.4%
2,906
+180
UNH icon
53
UnitedHealth
UNH
$327B
$563K 0.39%
1,114
+66
TFC icon
54
Truist Financial
TFC
$56.1B
$544K 0.37%
12,535
-17
SPSM icon
55
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.8B
$535K 0.37%
11,915
-2,138
PANW icon
56
Palo Alto Networks
PANW
$144B
$527K 0.36%
2,896
-85
CDNS icon
57
Cadence Design Systems
CDNS
$90.9B
$522K 0.36%
1,738
+64
FBT icon
58
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.15B
$507K 0.35%
+3,115
V icon
59
Visa
V
$670B
$503K 0.35%
1,591
-26
MRK icon
60
Merck
MRK
$219B
$490K 0.34%
4,924
+1,333
HYMB icon
61
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.76B
$483K 0.33%
18,893
+7,361
TMO icon
62
Thermo Fisher Scientific
TMO
$211B
$472K 0.32%
907
-83
MELI icon
63
Mercado Libre
MELI
$109B
$471K 0.32%
277
-25
SKYY icon
64
First Trust Cloud Computing ETF
SKYY
$3.21B
$454K 0.31%
3,793
+1,255
AME icon
65
Ametek
AME
$42.7B
$453K 0.31%
+2,511
GE icon
66
GE Aerospace
GE
$325B
$432K 0.3%
2,588
-271
ASML icon
67
ASML
ASML
$393B
$426K 0.29%
614
-103
LLY icon
68
Eli Lilly
LLY
$728B
$423K 0.29%
548
-105
MU icon
69
Micron Technology
MU
$223B
$396K 0.27%
4,701
-299
ADBE icon
70
Adobe
ADBE
$150B
$369K 0.25%
829
-32
IYF icon
71
iShares US Financials ETF
IYF
$3.94B
$364K 0.25%
+3,058
AMAT icon
72
Applied Materials
AMAT
$176B
$364K 0.25%
+2,237
VBK icon
73
Vanguard Small-Cap Growth ETF
VBK
$20.4B
$357K 0.25%
1,276
+7
HLAL icon
74
Wahed FTSE USA Shariah ETF
HLAL
$709M
$354K 0.24%
6,713
+2,518
ELV icon
75
Elevance Health
ELV
$77.7B
$343K 0.24%
929
+184
1 2
3
4 5