Wealth Forward, LLC Portfolio Holdings by Sector

Wealth Forward, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs RSP FNDA OEF VEA FNDX TIP BSV AOR 18 stocks	$131 Million 93.21% of portfolio	11	4	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.1 Million 2.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$1.72 Million 1.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.2 Million 0.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$911,283 0.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$591,823 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$511,930 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$416,895 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities OTTR 1 stocks	$312,934 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$301,689 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$271,262 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN 1 stocks	$225,968 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts

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