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
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.96M
3
+$2.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.14M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.11M

Top Sells

1
+$11.7M
2
+$10.2M
3
+$10.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.14M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.74M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$210K 0.03%
16,778
-78
277
$210K 0.03%
2,618
-5,600
278
$209K 0.03%
+1,597
279
$208K 0.03%
+4,213
280
$208K 0.03%
3,796
-1,630
281
$206K 0.03%
+1,401
282
$204K 0.03%
+2,400
283
$203K 0.03%
1,409
-1,309
284
$202K 0.03%
2,183
-25
285
$201K 0.03%
+3,376
286
$192K 0.03%
18
287
$171K 0.03%
3,073
-2,129
288
$165K 0.03%
10,422
-403
289
$164K 0.03%
11,938
290
$162K 0.03%
12,332
-7,904
291
$146K 0.02%
2,043
-70
292
$129K 0.02%
39,153
+25,182
293
$128K 0.02%
15,000
-40,000
294
$56K 0.01%
19,160
295
$56K 0.01%
15,056
-1,276
296
$55K 0.01%
60,000
297
$55K 0.01%
+20,051
298
$47K 0.01%
10,253
+128
299
$29K ﹤0.01%
+384
300
$21K ﹤0.01%
+14,619
10 11
12
13 14