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
126
$81.9K 0.06%
+65,000
127
$65.4K 0.04%
30,831
+1,645
128
$26.3K 0.02%
+10,100
129
– –
-1,178
130
– –
-2,373
131
– –
-3,693
132
– –
-1,545
133
– –
-2,511
134
– –
-2,237
2 3 4 5
6