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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$243K 0.04%
7,465
-94
302
$241K 0.04%
3,637
-924
303
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1,699
+14
304
$237K 0.04%
5,499
-251
305
$234K 0.04%
15,477
-6,051
306
$232K 0.04%
18,160
307
$232K 0.04%
3,746
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308
$231K 0.04%
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309
$230K 0.03%
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310
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+805
311
$223K 0.03%
6,140
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312
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314
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6,227
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315
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316
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317
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320
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321
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322
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10,189
-153
323
$207K 0.03%
1,386
-15
324
$204K 0.03%
+1,908
325
$202K 0.03%
+10,000
11 12
13
14 15