FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
1-Year Return
6.29%
This Quarter Return
+7.64%
1 Year Return
+6.29%
3 Year Return
+42.9%
5 Year Return
+78.39%
10 Year Return
–
AUM
$699M
AUM Growth
-$15.3M
(-2.1%)
Cap. Flow
-$43.7M
Cap. Flow
% of AUM
-6.26%
Top 10 Holdings %
Top 10 Hldgs %
33%
Holding
437
New
50
Increased
152
Reduced
130
Closed
56
Top Buys
| 1 |
GeoPark
GPRK
|
$4.63M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.51M |
| 3 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$3.5M |
| 4 |
Evergy
EVRG
|
$2.68M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.45M |
Top Sells
Sector Composition
| 1 | Financials | 13.92% |
| 2 | Energy | 12.32% |
| 3 | Healthcare | 10.07% |
| 4 | Technology | 8.27% |
| 5 | Communication Services | 5.41% |
