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
$1.43B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$15.6M
3
+$13.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.2M
5
FSK icon
FS KKR Capital
FSK
+$5.6M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$5.35M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.39M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.28M

Sector Composition

1 Financials 11.97%
2 Technology 10.18%
3 Healthcare 8.06%
4 Energy 6.1%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$557K 0.04%
8,798
+230
252
$555K 0.04%
23,008
+500
253
$552K 0.04%
36,046
-17
254
$552K 0.04%
2,479
-63
255
$548K 0.04%
36,854
+4,568
256
$547K 0.04%
2,905
+107
257
$543K 0.04%
11,390
+5,140
258
$542K 0.04%
4,823
+213
259
$542K 0.04%
1,997
-34
260
$537K 0.04%
12,754
-5,787
261
$501K 0.04%
42,535
+219
262
$489K 0.03%
5,687
+5
263
$488K 0.03%
16,000
264
$488K 0.03%
17,439
265
$486K 0.03%
769
266
$484K 0.03%
24,445
267
$477K 0.03%
6,020
+19
268
$476K 0.03%
7,855
+220
269
$472K 0.03%
3,046
+309
270
$464K 0.03%
4,942
+1,735
271
$457K 0.03%
2,014
+57
272
$457K 0.03%
5,207
-1,513
273
$446K 0.03%
6,850
+2,230
274
$444K 0.03%
1,169
+51
275
$439K 0.03%
4,167
-193
9 10
11
12 13