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
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.96M
3
+$2.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.14M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.11M

Top Sells

1
+$11.7M
2
+$10.2M
3
+$10.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.14M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.74M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$316K 0.05%
9,694
+76
227
$309K 0.05%
1,836
-3,716
228
$308K 0.05%
1,508
229
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230
$308K 0.05%
2,843
-3,675
231
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7,920
-16,200
232
$292K 0.05%
22,779
+494
233
$289K 0.05%
12,190
-3,635
234
$287K 0.05%
9,080
-3,240
235
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17,035
236
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4,720
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237
$282K 0.05%
9,146
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238
$280K 0.04%
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239
$277K 0.04%
2,746
-1,139
240
$276K 0.04%
6,143
-2,033
241
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8,403
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242
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3,708
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243
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3,904
244
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3,108
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245
$263K 0.04%
3,939
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246
$262K 0.04%
1,487
-398
247
$261K 0.04%
2,092
+265
248
$259K 0.04%
1,230
-417
249
$257K 0.04%
4,352
-1,900
250
$256K 0.04%
12,000
-13,670
8 9
10
11 12