FWP
Forefront Wealth Partners Portfolio holdings
AUM
$397M
1-Year Est. Return
13.66%
1 Year Est. Return
+13.66%
AUM
$397M
AUM Growth
+$252M
(+173%)
Holding
208
Top Buys
| 1 | +$16.8M | |
| 2 | +$15.6M | |
| 3 | +$14.6M | |
| 4 |
First Trust North American Energy Infrastructure Fund
EMLP
|
+$9.93M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$9.39M |
Top Sells
| 1 | +$9.22M | |
| 2 | +$4.32M | |
| 3 | +$1.84M | |
| 4 |
Nuveen Dividend Growth ETF
NDVG
|
+$1.64M |
| 5 |
First Trust Capital Strength ETF
FTCS
|
+$1.46M |
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 | |
|---|---|---|---|---|---|---|
201
iShares US Technology ETF
IYW
$22.2B
| – | – |
-1,976
|
|
||
202
iShares S&P 500 Growth ETF
IVW
$65.9B
| – | – |
-2,373
|
|
||
203
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.76B
| – | – |
-18,893
|
|
||
204
Wahed FTSE USA Shariah ETF
HLAL
$709M
| – | – |
-6,713
|
|
||
205
Exact Sciences
EXAS
$11.9B
| – | – |
-3,693
|
|
||
206
3D Systems Corp
DDD
$386M
| – | – |
-29,186
|
|
||
207
Applied Materials
AMAT
$176B
| – | – |
-2,237
|
|
||
208
Adobe
ADBE
$148B
| – | – |
-829
|
|