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
$1.05B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$10.5M
3
+$4.07M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.52M
5
EAF icon
GrafTech
EAF
+$2.42M

Top Sells

1
+$5M
2
+$2.06M
3
+$1.83M
4
INCY icon
Incyte
INCY
+$1.48M
5
P
Pandora Media Inc
P
+$1.35M

Sector Composition

1 Energy 37.97%
2 Financials 10.47%
3 Healthcare 6.96%
4 Technology 6.09%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$227K 0.02%
7,675
352
$224K 0.02%
+9,500
353
$219K 0.02%
18,200
-14,200
354
$216K 0.02%
+14,164
355
$209K 0.02%
+6,624
356
$207K 0.02%
+5,949
357
$206K 0.02%
11,525
-2,000
358
$204K 0.02%
5,347
-19,470
359
$203K 0.02%
+2,588
360
$202K 0.02%
4,572
361
$202K 0.02%
+1,825
362
$201K 0.02%
+6,978
363
$200K 0.02%
4,963
364
$197K 0.02%
+16,341
365
$196K 0.02%
12,035
+1
366
$176K 0.02%
27,099
367
$172K 0.02%
11,938
368
$168K 0.02%
30,000
+5,000
369
$160K 0.02%
+10,075
370
$159K 0.02%
+16,911
371
$157K 0.02%
+15,722
372
$152K 0.01%
34
373
$143K 0.01%
1,500
374
$139K 0.01%
+13,660
375
$128K 0.01%
2,028
+145
13 14
15
16 17