FWP
Forefront Wealth Partners Portfolio holdings
AUM
$146M
This Quarter Return
+0.82%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.25%
Holding
91
New
91
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$14.7M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.93M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$9.53M |
| 4 |
iShares Core S&P US Value ETF
IUSV
|
$4.64M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$4.32M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 14.31% |
| 2 | Consumer Discretionary | 3.93% |
| 3 | Financials | 2.47% |
| 4 | Communication Services | 2.21% |
| 5 | Healthcare | 2.05% |
