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
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.96M
3
+$2.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.14M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.11M

Top Sells

1
+$11.7M
2
+$10.2M
3
+$10.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.14M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.74M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$253K 0.04%
5,662
-122
252
$252K 0.04%
27,078
-14,493
253
$250K 0.04%
1,823
-11
254
$248K 0.04%
6,506
-1,340
255
$247K 0.04%
491
-23
256
$245K 0.04%
12,751
+2,077
257
$244K 0.04%
6,918
+294
258
$242K 0.04%
10,041
-4,962
259
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1,364
-698
260
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+15,000
261
$237K 0.04%
27,099
262
$230K 0.04%
1,048
-291
263
$229K 0.04%
10,772
-7,500
264
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+3,069
265
$229K 0.04%
4,000
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266
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267
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268
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+4,743
269
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270
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1,408
-271
271
$218K 0.04%
7,675
272
$216K 0.03%
+7,264
273
$213K 0.03%
8,192
-132
274
$213K 0.03%
+5,171
275
$213K 0.03%
+3,170
9 10
11
12 13