FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.29%
This Quarter Est. Return
1 Year Est. Return
+6.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$10.5M
3
+$4.07M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.52M
5
EAF icon
GrafTech
EAF
+$2.42M

Top Sells

1
+$5M
2
+$2.06M
3
+$1.83M
4
INCY icon
Incyte
INCY
+$1.48M
5
P
Pandora Media Inc
P
+$1.35M

Sector Composition

1 Energy 37.97%
2 Financials 10.47%
3 Healthcare 6.96%
4 Technology 6.09%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$510K 0.05%
9,942
-1,470
227
$509K 0.05%
4,819
-1,597
228
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3,572
+745
229
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13,919
+4,009
230
$500K 0.05%
29,560
-40,195
231
$496K 0.05%
3,296
-20
232
$491K 0.05%
3,020
-11
233
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10,000
234
$487K 0.05%
3,252
+1,202
235
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5,339
-107
236
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7,000
237
$473K 0.05%
1,893
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238
$469K 0.04%
8,802
-3,334
239
$461K 0.04%
6,392
240
$456K 0.04%
21,528
-235
241
$448K 0.04%
15,300
242
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5,382
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243
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32,036
+7,338
244
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23,118
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245
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5,629
+735
246
$433K 0.04%
10,105
247
$432K 0.04%
+17,350
248
$431K 0.04%
3,792
-227
249
$428K 0.04%
3,985
+62
250
$425K 0.04%
7,320
8 9
10
11 12