FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$6.83M
2
+$2.83M
3
+$2.01M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.98M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.91M

Top Sells

1
+$10.2M
2
+$10.1M
3
+$9.48M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.91M
5
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.57M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-41,569
327
– –
-2,567
328
– –
-2,650
329
– –
-1,708
330
– –
-14
331
– –
-10,179
332
– –
-5,370
10 11 12 13
14