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

Top Buys

1
+$16.7M
2
+$15M
3
+$14.3M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$9.79M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$9.21M

Top Sells

1
+$8.87M
2
+$4.32M
3
+$1.78M
4
NDVG
Nuveen Dividend Growth ETF
NDVG
+$1.6M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$1.43M

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
126
$486K 0.12%
9,414
+1,909
127
$475K 0.12%
+7,052
128
$468K 0.12%
+3,493
129
$458K 0.12%
+7,805
130
$457K 0.12%
+8,158
131
$454K 0.11%
+20,894
132
$452K 0.11%
1,617
+439
133
$447K 0.11%
3,550
-3,038
134
$447K 0.11%
+9,111
135
$444K 0.11%
+3,415
136
$443K 0.11%
+11,284
137
$442K 0.11%
+5,851
138
$432K 0.11%
+8,965
139
$423K 0.11%
+7,630
140
$407K 0.1%
+4,279
141
$403K 0.1%
2,146
-365
142
$391K 0.1%
2,630
+149
143
$368K 0.09%
+7,945
144
$365K 0.09%
+8,780
145
$365K 0.09%
+73,200
146
$357K 0.09%
+798
147
$355K 0.09%
+16,162
148
$349K 0.09%
+4,492
149
$335K 0.08%
+2,591
150
$327K 0.08%
667
+50
4 5
6
7 8