Wealth Forward, LLC Portfolio Holdings by Sector

Wealth Forward, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs RSP FNDA VEA OEF FNDX TIP BSV AOR 19 stocks	$132 Million 92.99% of portfolio	9	6	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.93 Million 2.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$1.64 Million 1.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.15 Million 0.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$973,339 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$740,790 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$575,381 0.41% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$561,789 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$480,672 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities OTTR 1 stocks	$331,242 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$285,846 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$243,209 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts

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