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
$1.45B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.3M
3
+$7.63M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.81M

Top Sells

1
+$24.2M
2
+$7.9M
3
+$5.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.47M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M

Sector Composition

1 Financials 11.88%
2 Technology 10%
3 Healthcare 6.92%
4 Energy 6.13%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 0.77%
19,560
-1,975
27
$10.5M 0.73%
126,555
+3,564
28
$10.4M 0.72%
64,317
+1,309
29
$10.3M 0.71%
22,854
+55
30
$9.78M 0.68%
752,197
-1,068
31
$9.64M 0.67%
58,884
+2,829
32
$9.33M 0.64%
158,633
+9,652
33
$8.78M 0.61%
51,897
-1,695
34
$8.55M 0.59%
26,043
+556
35
$8.39M 0.58%
39,456
-3,422
36
$8.21M 0.57%
36,456
-1,083
37
$7.68M 0.53%
22,618
+721
38
$7.63M 0.53%
+74,817
39
$7.23M 0.5%
133,901
+11,772
40
$7M 0.48%
16,242
+1,763
41
$6.98M 0.48%
113,512
+7,200
42
$6.88M 0.47%
45,738
-495
43
$6.84M 0.47%
54,585
-498
44
$6.66M 0.46%
45,883
-638
45
$6.62M 0.46%
60,028
+5,179
46
$6.51M 0.45%
64,222
+16,527
47
$6.42M 0.44%
48,160
+1,500
48
$6.39M 0.44%
87,741
+4,001
49
$6.24M 0.43%
118,530
-160
50
$6.16M 0.43%
57,081
+1,602
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