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
376
$236K 0.02%
+1,706
377
$236K 0.02%
985
-19
378
$236K 0.02%
3,050
-101
379
$229K 0.02%
+926
380
$228K 0.02%
1,139
+20
381
$227K 0.02%
1,858
+9
382
$225K 0.02%
6,140
383
$223K 0.02%
1,690
-30
384
$220K 0.02%
1,005
-526
385
$218K 0.02%
7,200
386
$218K 0.02%
3,786
+8
387
$218K 0.02%
5,970
+50
388
$218K 0.02%
+7,359
389
$217K 0.02%
5,026
-121
390
$216K 0.01%
7,068
-1,316
391
$215K 0.01%
+742
392
$214K 0.01%
2,669
+4
393
$213K 0.01%
+1,910
394
$203K 0.01%
635
-40
395
$202K 0.01%
2,285
+28
396
$201K 0.01%
7,341
-500
397
$201K 0.01%
4,340
-118
398
$201K 0.01%
3,040
399
$176K 0.01%
+15,800
400
$172K 0.01%
31,642
-1,835
14 15
16
17 18