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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
$211M
AUM Growth
-$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.37M
3
+$1.31M
4
LVHI icon
Franklin International Low Volatility High Dividend Index ETF
LVHI
+$967K
5
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$687K

Top Sells

1
+$16.4M
2
+$14.3M
3
+$9.93M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.69M
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$9.39M

Sector Composition

1 Technology 13.09%
2 Consumer Discretionary 2.88%
3 Financials 2.35%
4 Industrials 2%
5 Communication Services 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYG icon
151
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
– –
-9,267
IAU icon
152
iShares Gold Trust
IAU
$67.2B
– –
-16,201
IBTJ icon
153
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.24B
– –
-16,162
MDT icon
154
Medtronic
MDT
$104B
– –
-4,279
MREO
155
Mereo BioPharma
MREO
$48.7M
– –
-33,180
NKTX icon
156
Nkarta
NKTX
$172M
– –
-39,452
ONTO icon
157
Onto Innovation
ONTO
$13.4B
– –
-2,591
STIP icon
158
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
– –
-30,420
VNQI icon
159
Vanguard Global ex-US Real Estate ETF
VNQI
$3.33B
– –
-196,638
RZLV
160
Rezolve AI
RZLV
$933M
– –
-73,200
ABBV icon
161
AbbVie
ABBV
$394B
– –
-978
ABT icon
162
Abbott
ABT
$158B
– –
-3,493
BKLN icon
163
Invesco Senior Loan ETF
BKLN
$7.13B
– –
-296,443
BRK.B icon
164
Berkshire Hathaway Class B
BRK.B
$1.05T
– –
-491
BX icon
165
Blackstone
BX
$139B
– –
-1,464
CTMX icon
166
CytomX Therapeutics
CTMX
$640M
– –
-18,109
CVX icon
167
Chevron
CVX
$377B
– –
-1,624
EES icon
168
WisdomTree US SmallCap Earnings Fund
EES
$688M
– –
-17,832
FLRN icon
169
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.92B
– –
-112,253
GBTC icon
170
Grayscale Bitcoin Trust
GBTC
$9.54B
– –
-2,425
GERN icon
171
Geron
GERN
$725M
– –
-52,258
HDV
172
iShares Core High Dividend ETF
HDV
$13.5B
– –
-190,685
HEEM icon
173
iShares Currency Hedged MSCI Emerging Markets
HEEM
$273M
– –
-47,743
IEF icon
174
iShares 7-10 Year Treasury Bond ETF
IEF
$46.8B
– –
-22,027
IEI icon
175
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
– –
-38,807
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