Wealth Forward, LLC Portfolio Holdings by Sector

Wealth Forward, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs RSP VEA FNDA OEF FNDX TIP BSV AOR 19 stocks	$130 Million 93.46% of portfolio	9	6	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.75 Million 1.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$1.52 Million 1.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.41 Million 1.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$811,593 0.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$619,278 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$530,035 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities OTTR 1 stocks	$340,608 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$321,846 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$315,252 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$269,430 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$242,167 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts

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