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
$1.45B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.3M
3
+$7.63M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.81M

Top Sells

1
+$24.2M
2
+$7.9M
3
+$5.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.47M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M

Sector Composition

1 Financials 11.88%
2 Technology 9.99%
3 Healthcare 6.92%
4 Energy 6.13%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$732K 0.05%
15,100
+3,710
227
$730K 0.05%
+24,433
228
$725K 0.05%
17,650
+10,000
229
$724K 0.05%
5,919
-279
230
$712K 0.05%
+1,804
231
$708K 0.05%
27,670
-114
232
$702K 0.05%
+2,570
233
$702K 0.05%
31,221
+4,974
234
$699K 0.05%
2,842
+213
235
$698K 0.05%
5,271
-796
236
$679K 0.05%
2,049
-39
237
$657K 0.05%
16,891
-400
238
$653K 0.05%
6,376
239
$640K 0.04%
+12,177
240
$630K 0.04%
36,426
-2,370
241
$628K 0.04%
1,962
-60
242
$609K 0.04%
5,102
243
$609K 0.04%
4,440
244
$608K 0.04%
51,814
245
$599K 0.04%
10,293
-6,115
246
$584K 0.04%
3,524
-81
247
$584K 0.04%
2,981
+76
248
$582K 0.04%
2,593
+91
249
$582K 0.04%
60,797
-2,017
250
$573K 0.04%
6,057
+1,115
8 9
10
11 12