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
301
$386K 0.03%
14,232
-348
302
$384K 0.03%
5,193
+50
303
$377K 0.03%
9,715
-426
304
$370K 0.03%
9,917
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305
$365K 0.03%
32,392
-3,882
306
$365K 0.03%
6,841
-1,328
307
$363K 0.03%
12,622
-37
308
$349K 0.02%
9,600
309
$341K 0.02%
632
-16
310
$341K 0.02%
4,587
+235
311
$340K 0.02%
10,000
312
$335K 0.02%
11,000
313
$326K 0.02%
12,565
-298
314
$324K 0.02%
20,948
-2,000
315
$324K 0.02%
1,480
-112
316
$322K 0.02%
2,422
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317
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6,704
318
$321K 0.02%
3,640
+1
319
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1,789
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320
$319K 0.02%
3,092
-1,075
321
$315K 0.02%
3,344
-1,116
322
$315K 0.02%
1,496
+123
323
$312K 0.02%
3,789
-5
324
$311K 0.02%
1,554
+283
325
$311K 0.02%
8,550
-250
11 12
13
14 15