FWP

Forefront Wealth Partners Portfolio holdings

AUM $239M
1-Year Est. Return 16.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$397M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$15M
3
+$14.3M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$9.79M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$9.21M

Top Sells

1
+$8.87M
2
+$4.32M
3
+$1.78M
4
NDVG
Nuveen Dividend Growth ETF
NDVG
+$1.6M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.43M

Sector Composition

1 Technology 6.88%
2 Healthcare 1.57%
3 Consumer Discretionary 1.53%
4 Financials 1.28%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.5%
8,094
+1,023
52
$1.97M 0.5%
+2,956
53
$1.95M 0.49%
54,874
-46,147
54
$1.91M 0.48%
+40,808
55
$1.91M 0.48%
41,202
+29,287
56
$1.76M 0.44%
64,325
-26,896
57
$1.72M 0.43%
3,864
+119
58
$1.68M 0.42%
+118,399
59
$1.67M 0.42%
11,058
-2,520
60
$1.66M 0.42%
2,258
+636
61
$1.62M 0.41%
+2,695
62
$1.61M 0.4%
+47,743
63
$1.6M 0.4%
9,621
+3,726
64
$1.55M 0.39%
13,916
-91
65
$1.54M 0.39%
13,156
-7,944
66
$1.49M 0.37%
2,426
+784
67
$1.48M 0.37%
+26,942
68
$1.42M 0.36%
+35,759
69
$1.4M 0.35%
19,012
-2,892
70
$1.32M 0.33%
+58,968
71
$1.26M 0.32%
+12,873
72
$1.19M 0.3%
3,644
-1,543
73
$1.18M 0.3%
+16,201
74
$1.16M 0.29%
11,232
-791
75
$1.08M 0.27%
24,540
-12,277
1 2
3
4 5