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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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408
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