Wealth Forward, LLC Portfolio Holdings by Sector

Wealth Forward, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs RSP VEA OEF FNDA FNDX TIP BSV AOR 21 stocks	$138 Million 93.56% of portfolio	5	11	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.64 Million 1.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$1.63 Million 1.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.23 Million 0.83% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.19 Million 0.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$766,277 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$348,003 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities OTTR 1 stocks	$326,707 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$315,714 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$312,754 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$304,237 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$229,159 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$220,396 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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