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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$271K 0.04%
9,705
+1,028
277
$269K 0.04%
2,718
278
$268K 0.04%
+35,203
279
$267K 0.04%
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280
$267K 0.04%
+33,000
281
$267K 0.04%
+20,142
282
$266K 0.04%
3,224
-354
283
$266K 0.04%
5,781
+56
284
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6,049
-4,693
285
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-1,900
286
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5,218
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287
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8,463
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288
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+1,362
289
$259K 0.04%
8,000
290
$256K 0.04%
54,906
-32,013
291
$256K 0.04%
5,493
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292
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293
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294
$252K 0.04%
2,277
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295
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4,500
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296
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-239
297
$248K 0.04%
17,070
298
$248K 0.04%
1,649
-39
299
$244K 0.04%
15,300
300
$243K 0.04%
31,785
-5,040
10 11
12
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