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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
$239M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.02M
3
+$2.11M
4
SHLD icon
Global X Defense Tech ETF
SHLD
+$1.69M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M

Top Sells

1
+$1.96M
2
+$546K
3
+$526K
4
FCX icon
Freeport-McMoran
FCX
+$479K
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$427K

Sector Composition

1 Technology 13.5%
2 Consumer Discretionary 3.01%
3 Communication Services 2.38%
4 Financials 2.37%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXON icon
101
Axon Enterprise
AXON
$38B
$472K 0.2%
+1,112
BABA icon
102
Alibaba
BABA
$288B
$467K 0.2%
+3,726
NFLX icon
103
Netflix
NFLX
$348B
$454K 0.19%
+4,719
SHM icon
104
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$453K 0.19%
9,471
-416
APO icon
105
Apollo Global Management
APO
$73.5B
$450K 0.19%
+4,037
SPSB icon
106
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.2B
$439K 0.18%
14,588
-364
DT icon
107
Dynatrace
DT
$12.2B
$421K 0.18%
11,391
+6,712
CDNS icon
108
Cadence Design Systems
CDNS
$109B
$413K 0.17%
1,487
-377
BSX icon
109
Boston Scientific
BSX
$72.4B
$408K 0.17%
6,499
+4,274
QUAL icon
110
iShares MSCI USA Quality Factor ETF
QUAL
$45.6B
$407K 0.17%
2,123
-117
VWO icon
111
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$406K 0.17%
7,506
+691
GLW icon
112
Corning
GLW
$161B
$404K 0.17%
2,969
+25
EMB icon
113
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.3B
$400K 0.17%
4,260
+299
SPOT icon
114
Spotify
SPOT
$103B
$380K 0.16%
+784
ESGU icon
115
iShares ESG Aware MSCI USA ETF
ESGU
$17.3B
$379K 0.16%
+2,678
NET icon
116
Cloudflare
NET
$87.6B
$371K 0.16%
+1,797
COIN icon
117
Coinbase
COIN
$42.7B
$349K 0.15%
+2,000
EZBC icon
118
Franklin Bitcoin ETF
EZBC
$375M
$345K 0.14%
8,797
-3,694
SYK icon
119
Stryker
SYK
$116B
$337K 0.14%
+1,027
GLD icon
120
SPDR Gold Trust
GLD
$143B
$335K 0.14%
779
-123
IYF icon
121
iShares US Financials ETF
IYF
$3.53B
$331K 0.14%
2,816
-385
DE icon
122
Deere & Co
DE
$155B
$330K 0.14%
585
-6
SE icon
123
Sea Limited
SE
$51.7B
$326K 0.14%
+3,935
RBRK icon
124
Rubrik
RBRK
$14.8B
$323K 0.14%
+6,605
BSV icon
125
Vanguard Short-Term Bond ETF
BSV
$45B
$321K 0.13%
4,095
-572
3 4
5
6 7