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
$1.05B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$10.5M
3
+$4.07M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.52M
5
EAF icon
GrafTech
EAF
+$2.42M

Top Sells

1
+$5M
2
+$2.06M
3
+$1.83M
4
INCY icon
Incyte
INCY
+$1.48M
5
P
Pandora Media Inc
P
+$1.35M

Sector Composition

1 Energy 37.97%
2 Financials 10.47%
3 Healthcare 6.96%
4 Technology 6.09%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$425K 0.04%
4,699
+9
252
$424K 0.04%
11,421
+169
253
$419K 0.04%
6,147
+24
254
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2,658
+159
255
$414K 0.04%
6,280
-1,447
256
$411K 0.04%
8,000
257
$409K 0.04%
+5,725
258
$408K 0.04%
1,898
+178
259
$406K 0.04%
28,000
260
$403K 0.04%
11,980
-387
261
$392K 0.04%
2,277
262
$386K 0.04%
2,564
+68
263
$381K 0.04%
2,382
264
$380K 0.04%
3,578
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265
$380K 0.04%
6,919
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266
$377K 0.04%
20,000
+10,000
267
$372K 0.04%
6,839
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268
$371K 0.04%
9,233
+4,220
269
$371K 0.04%
8,510
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270
$367K 0.04%
13,866
-8,800
271
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4,035
-864
272
$366K 0.03%
+11,528
273
$363K 0.03%
5,042
-813
274
$363K 0.03%
+10,246
275
$362K 0.03%
86,919
+11,160
9 10
11
12 13