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
26
$5.22M 0.5%
77,711
-5,160
27
$5.15M 0.49%
34,293
-2,102
28
$4.94M 0.47%
63,930
-23,753
29
$4.86M 0.46%
85,488
-5,092
30
$4.77M 0.46%
228,684
-31,950
31
$4.74M 0.45%
42,395
-6,496
32
$4.67M 0.45%
86,118
-2,609
33
$4.65M 0.44%
183,477
+6,571
34
$4.52M 0.43%
19,262
+362
35
$4.32M 0.41%
86,743
+7,168
36
$4.3M 0.41%
25,533
+99
37
$4.29M 0.41%
66,641
+1,078
38
$4.26M 0.41%
41,201
-1,558
39
$4.15M 0.4%
41,440
-920
40
$4.12M 0.39%
48,675
-7,000
41
$4.11M 0.39%
11,061
+2,140
42
$4.11M 0.39%
86,978
-17,649
43
$4.08M 0.39%
18,195
+1,171
44
$4.07M 0.39%
+68,120
45
$4.02M 0.38%
22,813
+1,354
46
$3.77M 0.36%
139,572
+18,600
47
$3.66M 0.35%
112,353
+43,641
48
$3.61M 0.34%
139,496
+19,438
49
$3.57M 0.34%
144,042
-21,872
50
$3.55M 0.34%
67,609
-13,490
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