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
101
$261K 0.18%
1,528
+18
102
$259K 0.18%
2,538
-216
103
$259K 0.18%
+5,025
104
$257K 0.18%
548
+6
105
$250K 0.17%
+6,032
106
$250K 0.17%
+3,222
107
$249K 0.17%
+816
108
$248K 0.17%
+4,074
109
$244K 0.17%
2,555
+74
110
$243K 0.17%
+656
111
$237K 0.16%
+4,180
112
$236K 0.16%
+5,743
113
$234K 0.16%
+4,057
114
$231K 0.16%
1,652
+105
115
$229K 0.16%
734
+3
116
$220K 0.15%
+1,816
117
$220K 0.15%
5,070
+18
118
$220K 0.15%
+829
119
$213K 0.15%
+4,549
120
$213K 0.14%
603
-14
121
$212K 0.14%
1,510
-466
122
$207K 0.14%
+1,258
123
$206K 0.14%
+22,796
124
$205K 0.14%
4,195
-2,518
125
$200K 0.14%
+3,224
2 3 4
5
6