FWP
Forefront Wealth Partners Portfolio holdings
AUM
$211M
1-Year Est. Return
15.39%
This Fund
S&P 500
1 Year Est. Return
+15.39%
AUM
$211M
AUM Growth
-$186M
(-47%)
Holding
210
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.37M | |
| 3 | +$1.31M | |
| 4 |
Franklin International Low Volatility High Dividend Index ETF
LVHI
|
+$967K |
| 5 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$687K |
Top Sells
| 1 | +$16.4M | |
| 2 | +$14.3M | |
| 3 | +$9.93M | |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$9.69M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
iShares 0-5 Year TIPS Bond ETF
STIP
$14.2B
| – | – |
-30,420
|
|
||
202
iShares TIPS Bond ETF
TIP
$14.3B
| – | – |
-58,015
|
|
||
203
Vanguard Real Estate ETF
VNQ
$36.1B
| – | – |
-48,097
|
|
||
|
204
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
| – | – |
-196,638
|
|
||
205
Vanguard Value ETF
VTV
$166B
| – | – |
-16,623
|
|
||
206
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$405M
| – | – |
-229,938
|
|
||
207
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.54B
| – | – |
-17,591
|
|
||
|
RZLV
208
Rezolve AI
RZLV
$1.07B
| – | – |
-73,200
|
|
||
|
SPAI
209
Safe Pro Group Inc
SPAI
$105M
| – | – |
-30,500
|
|
||
|
NXXT
210
NextNRG Inc
NXXT
$75.8M
| – | – |
-501,000
|
|