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
$1.45B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.3M
3
+$7.63M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.81M

Top Sells

1
+$24.2M
2
+$7.9M
3
+$5.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.47M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M

Sector Composition

1 Financials 11.88%
2 Technology 9.99%
3 Healthcare 6.92%
4 Energy 6.13%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$565K 0.04%
12,034
-633
252
$561K 0.04%
5,500
-100
253
$560K 0.04%
1,999
-1
254
$557K 0.04%
39,304
+2,450
255
$557K 0.04%
8,600
-25
256
$552K 0.04%
2,014
+17
257
$550K 0.04%
41,500
-14
258
$548K 0.04%
2,582
-655
259
$548K 0.04%
3,799
-12,591
260
$546K 0.04%
2,200
261
$540K 0.04%
2,430
-49
262
$538K 0.04%
+6,180
263
$534K 0.04%
16,000
264
$526K 0.04%
35,011
-1,035
265
$523K 0.04%
3,406
+360
266
$503K 0.03%
4,566
-257
267
$502K 0.03%
23,208
+200
268
$502K 0.03%
1,916
269
$496K 0.03%
8,623
-175
270
$496K 0.03%
2,982
-626
271
$482K 0.03%
6,161
+141
272
$478K 0.03%
769
273
$474K 0.03%
41,284
-1,251
274
$472K 0.03%
40,520
275
$471K 0.03%
7,855
9 10
11
12 13