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
376
$238K 0.02%
1,525
377
$238K 0.02%
2,226
-409
378
$236K 0.02%
2,041
379
$234K 0.02%
6,105
+134
380
$233K 0.02%
4,783
-412
381
$230K 0.02%
+7,200
382
$229K 0.02%
1,720
383
$229K 0.02%
+2,944
384
$228K 0.02%
5,147
-2,645
385
$228K 0.02%
496
-507
386
$228K 0.02%
+2,073
387
$226K 0.02%
+1,849
388
$223K 0.02%
26,500
389
$222K 0.02%
1,701
-104
390
$221K 0.02%
+3,778
391
$221K 0.02%
5,010
392
$218K 0.02%
+3,336
393
$218K 0.02%
+622
394
$218K 0.02%
8,340
-90
395
$218K 0.02%
+6,976
396
$216K 0.02%
+2,665
397
$213K 0.01%
8,180
+64
398
$213K 0.01%
3,040
-748
399
$212K 0.01%
+4,994
400
$211K 0.01%
1,000
14 15
16
17 18