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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$422K 0.06%
10,278
+336
227
$419K 0.06%
4,017
228
$416K 0.06%
6,392
229
$408K 0.06%
12,859
+1,331
230
$403K 0.06%
2,369
+819
231
$398K 0.06%
4,714
+15
232
$395K 0.06%
10,105
233
$392K 0.06%
2,428
+85
234
$386K 0.06%
2,501
-63
235
$380K 0.06%
4,129
+94
236
$377K 0.06%
6,464
+317
237
$374K 0.06%
7,320
238
$374K 0.06%
8,512
+2
239
$365K 0.06%
6,422
+1,380
240
$361K 0.05%
+38,017
241
$360K 0.05%
12,414
+2,168
242
$358K 0.05%
6,032
-2,031
243
$353K 0.05%
2,382
244
$347K 0.05%
7,831
+536
245
$343K 0.05%
22,310
-7,250
246
$343K 0.05%
1,843
-50
247
$336K 0.05%
+18,272
248
$335K 0.05%
2,277
249
$330K 0.05%
28,224
+224
250
$326K 0.05%
11,957
+53
8 9
10
11 12