FWP
Forefront Wealth Partners Portfolio holdings
AUM
$397M
1-Year Est. Return
13.66%
1 Year Est. Return
+13.66%
AUM
$146M
AUM Growth
-$1.17M
(-0.8%)
Holding
139
Top Buys
| 1 | +$3.31M | |
| 2 | +$1.54M | |
| 3 | +$950K | |
| 4 |
S&P Global
SPGI
|
+$878K |
| 5 |
Nuveen Dividend Growth ETF
NDVG
|
+$863K |
Top Sells
| 1 | +$2.22M | |
| 2 | +$1.68M | |
| 3 | +$1.39M | |
| 4 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$1.3M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.29M |
Sector Composition
| 1 | Technology | 13.52% |
| 2 | Consumer Discretionary | 3.71% |
| 3 | Financials | 2.89% |
| 4 | Healthcare | 2.06% |
| 5 | Communication Services | 2.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
126
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$756M
| – | – |
-59,831
|
|
||
127
Interactive Brokers
IBKR
$28.8B
| – | – |
-6,032
|
|
||
128
iShares Bitcoin Trust
IBIT
$82.5B
| – | – |
-4,549
|
|
||
129
Freeport-McMoran
FCX
$58.6B
| – | – |
-8,762
|
|
||
130
Franklin Bitcoin ETF
EZBC
$549M
| – | – |
-5,600
|
|
||
131
SPDR S&P Emerging Markets Small Cap ETF
EWX
$778M
| – | – |
-4,180
|
|
||
132
Eaton
ETN
$145B
| – | – |
-1,136
|
|
||
133
VanEck Digital Transformation ETF
DAPP
$405M
| – | – |
-22,796
|
|
||
134
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.98B
| – | – |
-16,927
|
|
||
135
Vanguard Short-Term Bond ETF
BSV
$39B
| – | – |
-3,919
|
|
||
136
Vanguard Total International Bond ETF
BNDX
$69.9B
| – | – |
-8,802
|
|
||
137
Bristol-Myers Squibb
BMY
$90.4B
| – | – |
-4,074
|
|
||
138
Applovin
APP
$191B
| – | – |
-829
|
|
||
139
Arista Networks
ANET
$184B
| – | – |
-3,222
|
|