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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$9.93M
3
+$9.53M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.64M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.32M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.31%
2 Consumer Discretionary 3.93%
3 Financials 2.47%
4 Communication Services 2.21%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.21%
+2,680
77
$270K 0.2%
+1,523
78
$269K 0.2%
+1,510
79
$264K 0.2%
+2,481
80
$258K 0.19%
+1,547
81
$252K 0.19%
+1,416
82
$241K 0.18%
+2,373
83
$240K 0.18%
+5,017
84
$233K 0.17%
+1,178
85
$230K 0.17%
+542
86
$225K 0.17%
+5,052
87
$221K 0.16%
+1,545
88
$212K 0.16%
+731
89
$211K 0.16%
+617
90
$208K 0.15%
+3,693
91
$95.7K 0.07%
+29,186
1 2 3
4