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
326
$308K 0.02%
2,682
-28,074
327
$305K 0.02%
9,161
-1,088
328
$305K 0.02%
100,000
+32,900
329
$301K 0.02%
8,343
330
$301K 0.02%
6,600
331
$299K 0.02%
3,166
332
$296K 0.02%
3,671
-93
333
$296K 0.02%
3,939
334
$295K 0.02%
10,938
-6,501
335
$292K 0.02%
20,000
-35,215
336
$290K 0.02%
1,959
-55
337
$290K 0.02%
6,542
+16
338
$289K 0.02%
2,418
339
$288K 0.02%
1,216
340
$286K 0.02%
3,644
+700
341
$284K 0.02%
4,565
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342
$283K 0.02%
7,437
343
$283K 0.02%
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344
$283K 0.02%
4,765
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345
$282K 0.02%
9,060
346
$279K 0.02%
2,889
+183
347
$278K 0.02%
3,248
348
$272K 0.02%
6,601
349
$270K 0.02%
10,175
350
$269K 0.02%
2,130
+57
12 13
14
15 16