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
$1.43B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$15.6M
3
+$13.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.2M
5
FSK icon
FS KKR Capital
FSK
+$5.6M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$5.35M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.39M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.28M

Sector Composition

1 Financials 11.97%
2 Technology 10.18%
3 Healthcare 8.06%
4 Energy 6.1%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$666K 0.05%
24,259
-2,230
227
$661K 0.05%
2,629
+121
228
$650K 0.05%
6,376
-135
229
$649K 0.05%
3,605
+100
230
$645K 0.05%
4,356
+263
231
$640K 0.04%
2,088
+219
232
$639K 0.04%
4,609
+3
233
$636K 0.04%
8,497
+5,214
234
$627K 0.04%
6,451
-350
235
$616K 0.04%
10,801
+277
236
$610K 0.04%
2,502
+390
237
$609K 0.04%
5,102
-212
238
$601K 0.04%
12,667
-448
239
$601K 0.04%
41,514
+3,014
240
$600K 0.04%
4,440
241
$598K 0.04%
26,247
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242
$596K 0.04%
2,022
-21
243
$589K 0.04%
8,007
+1,802
244
$586K 0.04%
3,608
+1
245
$584K 0.04%
90,043
+9,709
246
$582K 0.04%
4,602
-125
247
$580K 0.04%
2,000
-2
248
$572K 0.04%
5,600
+575
249
$566K 0.04%
+51,814
250
$565K 0.04%
+15,389
8 9
10
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