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
376
$125K 0.01%
20,234
+10,000
377
$123K 0.01%
16,710
-9,457
378
$94K 0.01%
105
-7
379
$92K 0.01%
+13,684
380
$84K 0.01%
15,114
381
$82K 0.01%
16,011
-1,370
382
$80K 0.01%
+2,866
383
$61K 0.01%
25,000
384
$58K 0.01%
11,811
-14,907
385
$56K 0.01%
18
386
$55K 0.01%
10,137
+9
387
$46K ﹤0.01%
2,327
388
$39K ﹤0.01%
+1,222
389
$26K ﹤0.01%
50,000
390
$19K ﹤0.01%
+4,000
391
$19K ﹤0.01%
+1,593
392
$14K ﹤0.01%
964
393
– –
0
394
– –
0
395
– –
-422
396
– –
-9,405
397
– –
-2,520
398
– –
-1,000
399
– –
-16,240
400
– –
-12,114
13 14 15
16
17