FWP

Forefront Wealth Partners Portfolio holdings

AUM $397M
1-Year Est. Return 13.66%
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.76M
3
+$1.33M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.29M

Top Sells

1
+$1.66M
2
+$666K
3
+$649K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$454K
5
AME icon
Ametek
AME
+$453K

Sector Composition

1 Technology 11.36%
2 Consumer Discretionary 3.16%
3 Financials 2.69%
4 Communication Services 2.39%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 8.41%
21,993
-2,949
2
$11.1M 7.57%
112,401
+9,931
3
$10.9M 7.39%
165,060
+26,797
4
$5.04M 3.43%
139,426
+26,040
5
$4.56M 3.1%
49,383
-686
6
$4.14M 2.82%
50,598
-3,239
7
$3.72M 2.53%
41,528
-2,703
8
$3.59M 2.45%
9,574
+267
9
$3.04M 2.07%
65,886
-60
10
$3M 2.04%
39,638
+363
11
$2.78M 1.89%
14,590
+553
12
$2.62M 1.79%
78,268
+693
13
$2.5M 1.7%
23,102
+1,701
14
$2.45M 1.67%
87,667
-3,554
15
$2.43M 1.65%
10,938
-16
16
$2.39M 1.63%
74,710
-10,664
17
$2.33M 1.58%
22,250
-793
18
$2.22M 1.51%
+37,887
19
$2.17M 1.48%
4,223
+2,581
20
$1.98M 1.34%
33,853
+3,757
21
$1.78M 1.22%
55,131
-4,139
22
$1.72M 1.17%
27,309
+4,922
23
$1.64M 1.12%
15,550
-3,161
24
$1.6M 1.09%
8,416
-549
25
$1.56M 1.06%
13,823
+245
1
2 3 4 5