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
151
$327K 0.08%
+12,830
152
$326K 0.08%
+579
153
$319K 0.08%
1,480
-43
154
$318K 0.08%
+3,744
155
$308K 0.08%
+991
156
$300K 0.08%
+845
157
$300K 0.08%
+29,000
158
$297K 0.07%
+3,767
159
$293K 0.07%
+3,144
160
$292K 0.07%
+1,475
161
$292K 0.07%
+3,806
162
$289K 0.07%
2,026
+481
163
$272K 0.07%
+2,599
164
$268K 0.07%
+1,188
165
$261K 0.07%
5,113
+61
166
$258K 0.06%
564
+22
167
$252K 0.06%
+1,624
168
$250K 0.06%
+1,464
169
$248K 0.06%
+3,027
170
$247K 0.06%
+491
171
$247K 0.06%
763
-166
172
$233K 0.06%
+2,498
173
$227K 0.06%
978
-438
174
$226K 0.06%
+314
175
$225K 0.06%
+369
5 6
7
8 9