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
326
$315K 0.02%
6,704
-500
327
$313K 0.02%
3,764
+93
328
$310K 0.02%
3,794
-829
329
$304K 0.02%
4,543
+528
330
$301K 0.02%
3,166
-487
331
$301K 0.02%
3,151
-634
332
$299K 0.02%
8,343
333
$298K 0.02%
3,939
334
$298K 0.02%
3,248
+254
335
$292K 0.02%
+6,526
336
$291K 0.02%
+632
337
$290K 0.02%
4,375
+20
338
$289K 0.02%
1,216
-3
339
$283K 0.02%
9,060
340
$283K 0.02%
+7,650
341
$277K 0.02%
2,418
342
$275K 0.02%
+10,175
343
$275K 0.02%
1,440
344
$273K 0.02%
+8,800
345
$271K 0.02%
4,763
-146
346
$270K 0.02%
1,550
-65
347
$270K 0.02%
40,081
348
$269K 0.02%
2,270
-60
349
$269K 0.02%
9,740
-25
350
$268K 0.02%
6,601
12 13
14
15 16