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
$1.05B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$10.5M
3
+$4.07M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.52M
5
EAF icon
GrafTech
EAF
+$2.42M

Top Sells

1
+$5M
2
+$2.06M
3
+$1.83M
4
INCY icon
Incyte
INCY
+$1.48M
5
P
Pandora Media Inc
P
+$1.35M

Sector Composition

1 Energy 37.97%
2 Financials 10.47%
3 Healthcare 6.96%
4 Technology 6.09%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$305K 0.03%
+1,688
302
$305K 0.03%
42
+16
303
$303K 0.03%
1,550
304
$302K 0.03%
2,718
305
$302K 0.03%
9,060
306
$301K 0.03%
+3,040
307
$300K 0.03%
6,000
308
$292K 0.03%
10,342
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309
$290K 0.03%
+4,058
310
$288K 0.03%
5,865
+502
311
$287K 0.03%
1,685
-331
312
$287K 0.03%
8,207
+1,580
313
$283K 0.03%
7,986
314
$281K 0.03%
2,101
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315
$278K 0.03%
+3,234
316
$278K 0.03%
13,816
317
$275K 0.03%
1,444
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$272K 0.03%
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319
$270K 0.03%
1,557
320
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+11,591
321
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322
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842
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323
$264K 0.03%
5,583
-322
324
$264K 0.03%
+1,610
325
$259K 0.02%
1,132
+213
11 12
13
14 15