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
$1.45B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.3M
3
+$7.63M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.81M

Top Sells

1
+$24.2M
2
+$7.9M
3
+$5.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.47M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M

Sector Composition

1 Financials 11.88%
2 Technology 9.99%
3 Healthcare 6.92%
4 Energy 6.13%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$470K 0.03%
2,389
+532
277
$445K 0.03%
5,087
-120
278
$442K 0.03%
1,169
279
$438K 0.03%
1,717
280
$433K 0.03%
5,030
-657
281
$429K 0.03%
5,350
282
$423K 0.03%
+11,852
283
$421K 0.03%
7,771
+863
284
$420K 0.03%
7,003
285
$418K 0.03%
19,629
286
$416K 0.03%
3,674
-258
287
$415K 0.03%
24,445
288
$411K 0.03%
3,718
+2,017
289
$411K 0.03%
6,634
-89
290
$407K 0.03%
17,740
+2,740
291
$404K 0.03%
1,440
292
$398K 0.03%
+4,087
293
$398K 0.03%
5,703
-451
294
$394K 0.03%
13,236
+335
295
$394K 0.03%
4,031
+209
296
$393K 0.03%
7,084
+841
297
$389K 0.03%
2,324
298
$387K 0.03%
2,241
+200
299
$387K 0.03%
1,926
+4
300
$387K 0.03%
16,841
10 11
12
13 14