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
326
$256K 0.02%
13,420
+1,216
327
$253K 0.02%
1,401
328
$253K 0.02%
3,925
-1,410
329
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2,396
+106
330
$249K 0.02%
2,697
331
$248K 0.02%
2,257
+29
332
$248K 0.02%
+5,283
333
$247K 0.02%
13,127
-254
334
$246K 0.02%
688
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335
$244K 0.02%
+21,012
336
$244K 0.02%
61
-1
337
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338
$241K 0.02%
6,826
-2,080
339
$240K 0.02%
8,586
-350
340
$240K 0.02%
1,719
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341
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4,743
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342
$236K 0.02%
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343
$234K 0.02%
17,070
-1,670
344
$232K 0.02%
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345
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2,060
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346
$232K 0.02%
13,755
-10,968
347
$231K 0.02%
18,160
348
$230K 0.02%
+7,460
349
$230K 0.02%
+7,559
350
$229K 0.02%
2,486
12 13
14
15 16