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
$397M
AUM Growth
+$252M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Sells

1 +$9.22M
2 +$4.32M
3 +$1.84M
4
NDVG icon
Nuveen Dividend Growth ETF
NDVG
+$1.64M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.46M

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
BAC icon
126
Bank of America
BAC
$375B
$486K 0.12%
9,414
+1,909
EWX icon
127
SPDR S&P Emerging Markets Small Cap ETF
EWX
$778M
$475K 0.12%
+7,052
ABT icon
128
Abbott
ABT
$222B
$468K 0.12%
+3,493
USRT icon
129
iShares Core US REIT ETF
USRT
$3.2B
$458K 0.12%
+7,805
SSO icon
130
ProShares Ultra S&P500
SSO
$7.66B
$457K 0.12%
+4,079
DAPP icon
131
VanEck Digital Transformation ETF
DAPP
$405M
$454K 0.11%
+20,894
TSM icon
132
TSMC
TSM
$1.5T
$452K 0.11%
1,617
+439
IGM icon
133
iShares Expanded Tech Sector ETF
IGM
$9.55B
$447K 0.11%
3,550
-3,038
TTD icon
134
Trade Desk
TTD
$26.3B
$447K 0.11%
+9,111
KKR icon
135
KKR & Co
KKR
$110B
$444K 0.11%
+3,415
FCX icon
136
Freeport-McMoran
FCX
$58.6B
$443K 0.11%
+11,284
NEE icon
137
NextEra Energy
NEE
$171B
$442K 0.11%
+5,851
SHM icon
138
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$432K 0.11%
+8,965
IBLC icon
139
iShares Blockchain and Tech ETF
IBLC
$80.5M
$423K 0.11%
+7,630
MDT icon
140
Medtronic
MDT
$123B
$407K 0.1%
+4,279
AME icon
141
Ametek
AME
$42.7B
$403K 0.1%
2,146
-365
SHOP icon
142
Shopify
SHOP
$211B
$391K 0.1%
2,630
+149
UWM icon
143
ProShares Ultra Russell2000
UWM
$268M
$368K 0.09%
+7,945
SRLN icon
144
SPDR Blackstone Senior Loan ETF
SRLN
$6.89B
$365K 0.09%
+8,780
RZLV
145
Rezolve AI
RZLV
$1.39B
$365K 0.09%
+73,200
ISRG icon
146
Intuitive Surgical
ISRG
$166B
$357K 0.09%
+798
IBTJ icon
147
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$756M
$355K 0.09%
+16,162
EW icon
148
Edwards Lifesciences
EW
$44.6B
$349K 0.09%
+4,492
ONTO icon
149
Onto Innovation
ONTO
$6.58B
$335K 0.08%
+2,591
CRWD icon
150
CrowdStrike
CRWD
$126B
$327K 0.08%
667
+50