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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$41K 0.01%
30,000
302
$21K ﹤0.01%
14
-26
303
$10K ﹤0.01%
50,000
304
$9K ﹤0.01%
1,593
305
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-3,201
306
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-4,743
307
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-4,340
308
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-16,100
309
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-1,607
310
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-11,816
311
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-513,560
312
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-118,792
313
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-24,481
314
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-13,010
315
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-26,637
316
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-19,823
317
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-24,427
318
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-77,202
319
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-28,935
320
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-21,100
321
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-28,617
322
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-90,256
323
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-4,492
324
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-10,473
325
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-9,931
11 12
13
14 15