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
326
$202K 0.03%
+20,600
327
$202K 0.03%
2,623
+227
328
$200K 0.03%
5,077
-3,725
329
$198K 0.03%
22,468
-18,312
330
$175K 0.03%
10,809
+734
331
$166K 0.03%
+15,780
332
$159K 0.02%
12,036
+1
333
$157K 0.02%
13,858
+42
334
$156K 0.02%
+14,256
335
$154K 0.02%
10,712
-879
336
$144K 0.02%
11,938
337
$140K 0.02%
14,660
+1,000
338
$123K 0.02%
30,000
339
$116K 0.02%
12,200
-6,000
340
$116K 0.02%
2,028
341
$116K 0.02%
36,829
342
$112K 0.02%
+10,125
343
$112K 0.02%
12,717
-967
344
$108K 0.02%
18
345
$102K 0.02%
10,000
-10,000
346
$91K 0.01%
27,099
347
$88K 0.01%
15,130
+16
348
$78K 0.01%
1,500
349
$75K 0.01%
34
350
$74K 0.01%
11,268
-5,442
12 13
14
15 16