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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$324K 0.05%
+3,402
252
$319K 0.05%
9,152
-81
253
$313K 0.05%
13,247
+460
254
$313K 0.05%
45,544
-11,875
255
$312K 0.05%
6,110
-1,400
256
$311K 0.05%
3,404
+64
257
$309K 0.05%
17,000
258
$308K 0.05%
2,570
+15
259
$297K 0.05%
32,771
260
$295K 0.04%
16,750
261
$293K 0.04%
2,416
+356
262
$292K 0.04%
8,519
-2,902
263
$291K 0.04%
10,586
-1,241
264
$288K 0.04%
21,781
+3,259
265
$287K 0.04%
+16,990
266
$287K 0.04%
10,890
+1,057
267
$285K 0.04%
6,868
+1,003
268
$281K 0.04%
7,000
269
$280K 0.04%
11,500
+2,000
270
$279K 0.04%
2,200
271
$277K 0.04%
31,265
-13,291
272
$277K 0.04%
8,144
+158
273
$277K 0.04%
18,704
+37
274
$277K 0.04%
2,415
+314
275
$276K 0.04%
26,783
-5,253
9 10
11
12 13