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
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425
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