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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$210K 0.03%
+2,699
277
$210K 0.03%
1,827
+2
278
$209K 0.03%
+7,338
279
$206K 0.03%
+2,417
280
$204K 0.03%
+3,295
281
$204K 0.03%
+1,023
282
$204K 0.03%
35,000
+2,680
283
$202K 0.03%
+16,856
284
$201K 0.03%
9,500
-2,000
285
$170K 0.03%
11,348
-2,395
286
$169K 0.02%
41,937
287
$159K 0.02%
11,938
288
$148K 0.02%
13,860
+200
289
$135K 0.02%
10,135
-4,508
290
$134K 0.02%
27,099
291
$130K 0.02%
11,014
-4,973
292
$126K 0.02%
18
293
$124K 0.02%
2,213
-15
294
$109K 0.02%
39
295
$102K 0.02%
52,300
+16,740
296
$94K 0.01%
39,826
+28,821
297
$86K 0.01%
16,591
-1,965
298
$82K 0.01%
16,332
+1,276
299
$77K 0.01%
10,125
300
$52K 0.01%
10,167
+8
10 11
12
13 14