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
$1.43B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$15.6M
3
+$13.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.2M
5
FSK icon
FS KKR Capital
FSK
+$5.6M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$5.35M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.39M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.28M

Sector Composition

1 Financials 11.97%
2 Technology 10.18%
3 Healthcare 8.06%
4 Energy 6.1%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$439K 0.03%
1,717
277
$436K 0.03%
8,169
278
$433K 0.03%
7,003
-981
279
$432K 0.03%
36,274
+3,882
280
$430K 0.03%
4,460
+20
281
$430K 0.03%
2,200
-33
282
$425K 0.03%
3,165
+22
283
$423K 0.03%
6,154
+62
284
$414K 0.03%
12,901
+268
285
$414K 0.03%
1,916
+43
286
$409K 0.03%
+10,000
287
$407K 0.03%
3,932
+88
288
$407K 0.03%
6,723
+1
289
$406K 0.03%
5,350
290
$404K 0.03%
6,908
-384
291
$400K 0.03%
+2,324
292
$399K 0.03%
10,141
+948
293
$398K 0.03%
14,580
-3,846
294
$396K 0.03%
+721
295
$396K 0.03%
19,629
296
$391K 0.03%
5,365
297
$391K 0.03%
+3,822
298
$390K 0.03%
5,143
-55
299
$388K 0.03%
3,814
-759
300
$388K 0.03%
16,841
10 11
12
13 14