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
301
$386K 0.03%
1,922
+9
302
$385K 0.03%
2,209
+91
303
$376K 0.03%
+2,041
304
$373K 0.03%
10,249
+858
305
$372K 0.03%
12,659
-83
306
$368K 0.03%
1,857
+572
307
$361K 0.03%
11,154
-15,067
308
$359K 0.03%
1,592
+158
309
$355K 0.02%
5,285
310
$350K 0.02%
6,243
+437
311
$350K 0.02%
3,639
+2
312
$347K 0.02%
9,600
313
$344K 0.02%
+15,000
314
$344K 0.02%
22,948
-50
315
$342K 0.02%
12,863
-452
316
$338K 0.02%
977
+43
317
$336K 0.02%
4,026
+453
318
$330K 0.02%
11,000
+1,750
319
$323K 0.02%
4,352
+6
320
$323K 0.02%
+6,600
321
$322K 0.02%
17,659
+5,767
322
$321K 0.02%
1,373
+327
323
$319K 0.02%
+1,786
324
$318K 0.02%
7,437
+22
325
$318K 0.02%
648
-20
11 12
13
14 15