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
26
$4.87M 0.74%
75,920
+1,928
27
$4.86M 0.74%
21,719
+23
28
$4.66M 0.71%
42,179
-216
29
$4.66M 0.71%
+20,267
30
$4.64M 0.7%
81,171
+3,460
31
$4.63M 0.7%
139,370
+6,200
32
$4.48M 0.68%
60,394
+11,719
33
$4.4M 0.67%
25,620
+55
34
$4.38M 0.66%
227,278
-1,406
35
$4.22M 0.64%
20,694
+1,432
36
$4.2M 0.64%
32,022
-2,152
37
$4.14M 0.63%
66,123
+2,193
38
$4.11M 0.62%
87,470
+492
39
$3.99M 0.61%
77,020
+8,900
40
$3.79M 0.57%
11,746
+685
41
$3.77M 0.57%
81,713
+14,104
42
$3.69M 0.56%
171,420
-12,057
43
$3.58M 0.54%
22,494
-319
44
$3.57M 0.54%
79,178
-6,940
45
$3.57M 0.54%
47,520
+6,080
46
$3.53M 0.54%
26,331
+798
47
$3.43M 0.52%
65,481
-1,160
48
$3.18M 0.48%
127,488
-16,554
49
$3.1M 0.47%
+61,788
50
$3.06M 0.46%
142,675
+10,398
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