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
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.96M
3
+$2.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.14M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.11M

Top Sells

1
+$11.7M
2
+$10.2M
3
+$10.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.14M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.74M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.41M 0.87%
28,090
+8,565
27
$4.83M 0.77%
84,737
-36,235
28
$4.74M 0.76%
256,400
-10,480
29
$4.63M 0.74%
142,037
+53,167
30
$4.5M 0.72%
124,218
+41,241
31
$4.39M 0.7%
26,502
-482
32
$4.32M 0.69%
23,013
-18,055
33
$4.25M 0.68%
14,232
-20
34
$4.21M 0.67%
78,203
-17,368
35
$4.15M 0.67%
30,352
-9,798
36
$4.14M 0.66%
86,309
-78,955
37
$4.13M 0.66%
56,229
-6,902
38
$4.08M 0.65%
20,635
+5,614
39
$3.98M 0.64%
18,201
-8,725
40
$3.88M 0.62%
55,664
-17,398
41
$3.87M 0.62%
60,237
+33,409
42
$3.71M 0.59%
55,380
-91,700
43
$3.67M 0.59%
61,358
-24,092
44
$3.64M 0.58%
142,896
+303
45
$3.3M 0.53%
105,676
+67,720
46
$3.02M 0.48%
98,110
-10,518
47
$2.95M 0.47%
16,557
-373
48
$2.92M 0.47%
52,711
+5,217
49
$2.9M 0.47%
47,246
+5,482
50
$2.81M 0.45%
8,615
-3,411
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