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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$272K 0.04%
16,750
252
$270K 0.04%
19,209
+825
253
$268K 0.04%
4,720
-587
254
$268K 0.04%
9,693
+82
255
$267K 0.04%
23,017
+2,674
256
$266K 0.04%
3,670
+160
257
$265K 0.04%
1,987
-50
258
$260K 0.04%
6,080
-3,478
259
$256K 0.04%
1,096
-2,600
260
$251K 0.04%
3,978
-339
261
$244K 0.04%
17,045
262
$241K 0.04%
1,843
+2
263
$239K 0.04%
5,941
+69
264
$231K 0.03%
8,040
+410
265
$222K 0.03%
21,656
-141
266
$222K 0.03%
4,696
+2
267
$219K 0.03%
6,624
268
$218K 0.03%
2,342
-109
269
$218K 0.03%
1,656
+283
270
$217K 0.03%
10,004
-435
271
$216K 0.03%
1,368
+21
272
$213K 0.03%
10,000
273
$212K 0.03%
+1,308
274
$211K 0.03%
+1,500
275
$211K 0.03%
1,566
-855
9 10
11
12 13