FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
1-Year Est. Return
6.3%
This Fund
S&P 500
1 Year Est. Return
+6.3%
AUM
$8.03B
AUM Growth
+$6.51B
(+429%)
Holding
452
Top Buys
| 1 | +$6.06B | |
| 2 | +$14.4M | |
| 3 | +$11.5M | |
| 4 |
UMB Financial
UMBF
|
+$8.78M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$5.44M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$16.3M | |
| 3 | +$4.95M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$4.59M |
| 5 |
Devon Energy
DVN
|
+$3.64M |
Sector Composition
| 1 | Financials | 83.68% |
| 2 | Technology | 1.91% |
| 3 | Energy | 1.44% |
| 4 | Healthcare | 1.24% |
| 5 | Consumer Staples | 1.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Yeti Holdings
YETI
$3.38B
| – | – |
-3,248
|
|
||
452
Yum China
YUMC
$18.8B
| – | – |
-4,401
|
|