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
351
$268K 0.02%
5,532
352
$266K 0.02%
+1,052
353
$266K 0.02%
1,004
354
$266K 0.02%
+675
355
$265K 0.02%
1,119
+30
356
$265K 0.02%
3,272
+1
357
$263K 0.02%
927
-100
358
$262K 0.02%
2,706
359
$260K 0.02%
5,105
+12
360
$259K 0.02%
3,037
+50
361
$259K 0.02%
832
+1
362
$258K 0.02%
1,531
363
$257K 0.02%
8,384
+3
364
$256K 0.02%
1,242
+131
365
$255K 0.02%
+6,000
366
$254K 0.02%
12,963
-197
367
$254K 0.02%
+4,200
368
$252K 0.02%
1,271
369
$252K 0.02%
+2,462
370
$248K 0.02%
9,761
371
$247K 0.02%
+9,984
372
$245K 0.02%
6,606
+161
373
$242K 0.02%
5,920
+45
374
$242K 0.02%
1,457
+340
375
$240K 0.02%
1,656
-100
13 14
15
16 17