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
$147M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.76M
3
+$1.33M
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

Top Sells

1
+$1.66M
2
+$666K
3
+$649K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$454K
5
AME icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$430K 0.29%
+8,802
77
$426K 0.29%
1,674
-64
78
$414K 0.28%
+11,962
79
$373K 0.25%
+8,242
80
$358K 0.24%
+17,827
81
$348K 0.24%
3,840
82
$347K 0.24%
+7,295
83
$335K 0.23%
2,820
+140
84
$332K 0.23%
+8,762
85
$331K 0.23%
7,923
+418
86
$330K 0.22%
861
+32
87
$325K 0.22%
+2,812
88
$324K 0.22%
745
-184
89
$322K 0.22%
3,591
-1,333
90
$321K 0.22%
+5,865
91
$319K 0.22%
1,269
-7
92
$309K 0.21%
+1,136
93
$307K 0.21%
+3,919
94
$304K 0.21%
+4,295
95
$291K 0.2%
11,532
-7,361
96
$288K 0.2%
1,374
-42
97
$271K 0.18%
+3,758
98
$267K 0.18%
+5,600
99
$264K 0.18%
1,547
+24
100
$263K 0.18%
+532
2 3
4
5 6