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
$1.43B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$15.6M
3
+$13.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.2M
5
FSK icon
FS KKR Capital
FSK
+$5.6M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$5.35M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.39M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.28M

Sector Composition

1 Financials 11.97%
2 Technology 10.18%
3 Healthcare 8.06%
4 Energy 6.1%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 0.73%
63,008
+493
27
$10.4M 0.72%
753,265
+226,307
28
$10.3M 0.72%
37,539
+11,801
29
$10.2M 0.71%
122,991
+2,916
30
$9.42M 0.66%
53,592
+2,391
31
$9.4M 0.66%
148,981
+8,255
32
$9.02M 0.63%
22,799
+40
33
$8.72M 0.61%
56,055
-417
34
$8.13M 0.57%
25,487
+1,009
35
$7.93M 0.56%
365,020
+28,655
36
$7.61M 0.53%
21,897
+2,492
37
$7.43M 0.52%
106,312
+9,100
38
$7.19M 0.5%
46,521
+10,541
39
$6.94M 0.49%
103,877
+470
40
$6.85M 0.48%
46,233
-280
41
$6.84M 0.48%
122,129
+4,731
42
$6.84M 0.48%
55,083
+1,979
43
$6.38M 0.45%
118,690
-1,770
44
$6.26M 0.44%
104,459
-13,043
45
$6.25M 0.44%
55,479
+3,898
46
$6.22M 0.44%
14,479
+3,993
47
$6.19M 0.43%
75,387
-7,084
48
$6.13M 0.43%
54,849
+2,752
49
$6.1M 0.43%
83,740
+151
50
$5.85M 0.41%
46,660
+2,280
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