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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$346K 0.05%
8,176
227
$345K 0.05%
9,640
-68
228
$340K 0.05%
5,520
229
$338K 0.05%
6,462
-244
230
$337K 0.05%
12,826
+3,205
231
$335K 0.05%
5,302
-2,346
232
$331K 0.05%
5,767
233
$325K 0.05%
13,664
+1,554
234
$322K 0.05%
13,198
-1,301
235
$321K 0.05%
32,771
-379
236
$318K 0.05%
805
237
$315K 0.05%
6,000
238
$314K 0.05%
8,000
239
$310K 0.05%
2,200
240
$307K 0.05%
1,789
+204
241
$304K 0.04%
1,647
+14
242
$304K 0.04%
2,697
243
$303K 0.04%
5,710
+63
244
$301K 0.04%
3,227
+1
245
$296K 0.04%
18,667
246
$293K 0.04%
9,567
+46
247
$292K 0.04%
4,977
+6
248
$290K 0.04%
7,846
249
$285K 0.04%
2,003
-235
250
$284K 0.04%
4,587
8 9
10
11 12