FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
1-Year Return
6.29%
This Quarter Return
+3.3%
1 Year Return
+6.29%
3 Year Return
+42.9%
5 Year Return
+78.39%
10 Year Return
–
AUM
$1.05B
AUM Growth
+$349M
(+50%)
Cap. Flow
+$316M
Cap. Flow
% of AUM
30.19%
Top 10 Holdings %
Top 10 Hldgs %
52.46%
Holding
425
New
43
Increased
143
Reduced
147
Closed
31
Top Buys
| 1 |
GeoPark
GPRK
|
$311M |
| 2 |
UMB Financial
UMBF
|
$10.5M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$4.07M |
| 4 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$2.52M |
| 5 |
GrafTech
EAF
|
$2.42M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$5M |
| 2 |
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
|
$2.06M |
| 3 |
Gilead Sciences
GILD
|
$1.83M |
| 4 |
Incyte
INCY
|
$1.48M |
| 5 |
P
Pandora Media Inc
P
|
$1.35M |
Sector Composition
| 1 | Energy | 37.97% |
| 2 | Financials | 10.47% |
| 3 | Healthcare | 6.95% |
| 4 | Technology | 6.1% |
| 5 | Communication Services | 3.53% |
