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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.09M 0.9%
43,750
-1,520
27
$5.9M 0.87%
22,322
+1,473
28
$5.57M 0.82%
143,325
+9,795
29
$5.46M 0.81%
28,308
-2,702
30
$5.37M 0.79%
40,962
-1,063
31
$5.15M 0.76%
95,320
+18,900
32
$5.13M 0.76%
54,140
+1,560
33
$5.06M 0.75%
66,059
-15,166
34
$4.74M 0.7%
99,091
+10,761
35
$4.68M 0.69%
55,788
-4,256
36
$4.56M 0.67%
68,552
-8,238
37
$4.55M 0.67%
62,097
-2,959
38
$4.54M 0.67%
12,477
+635
39
$4.27M 0.63%
43,886
+1,507
40
$4.21M 0.62%
27,051
+1,893
41
$3.83M 0.56%
56,642
-5,237
42
$3.76M 0.56%
14,227
+101
43
$3.71M 0.55%
25,608
+3,286
44
$3.54M 0.52%
45,203
+6,549
45
$3.47M 0.51%
137,795
-629
46
$3.34M 0.49%
70,559
-5,061
47
$3.19M 0.47%
195,880
+56,920
48
$3.1M 0.46%
36,503
-400
49
$3.05M 0.45%
14,668
+99
50
$3.04M 0.45%
50,535
+1,802
1
2
3 4 5