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
351
$267K 0.02%
8,212
+1,606
352
$267K 0.02%
5,532
353
$265K 0.02%
4,660
-2,190
354
$264K 0.02%
12,966
+3
355
$260K 0.02%
9,740
356
$259K 0.02%
1,242
357
$259K 0.02%
5,116
+11
358
$258K 0.02%
9,063
-2,091
359
$258K 0.02%
2,453
-9
360
$257K 0.02%
1,520
-30
361
$256K 0.02%
+1,988
362
$256K 0.02%
+1,582
363
$255K 0.02%
1,509
-700
364
$254K 0.02%
4,375
365
$247K 0.02%
9,761
366
$247K 0.02%
9,984
367
$246K 0.02%
3,059
-967
368
$246K 0.02%
+4,864
369
$244K 0.02%
832
370
$242K 0.02%
2,226
371
$241K 0.02%
1,525
372
$241K 0.02%
5,972
-133
373
$239K 0.02%
1,052
374
$239K 0.02%
40,081
375
$237K 0.02%
877
-50
13 14
15
16 17