FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
1-Year Est. Return
6.29%
1 Year Est. Return
+6.29%
AUM
$8.03B
AUM Growth
+$6.51B
(+429%)
Holding
452
Top Buys
| 1 | +$6.55B | |
| 2 | +$13.7M | |
| 3 | +$12.1M | |
| 4 |
UMB Financial
UMBF
|
+$8M |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$5.25M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$18.5M | |
| 3 | +$4.95M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$4.59M |
| 5 |
Devon Energy
DVN
|
+$4.18M |
Sector Composition
| 1 | Financials | 83.68% |
| 2 | Technology | 1.91% |
| 3 | Energy | 1.44% |
| 4 | Healthcare | 1.24% |
| 5 | Consumer Staples | 1.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
JPMorgan Ultra-Short Income ETF
JPST
$35B
| $12.7M | 0.16% |
252,396
-60,995
|
|
||
27
Amgen
AMGN
$182B
| $11.2M | 0.14% |
44,815
+245
|
|
||
|
CFB
28
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $10.8M | 0.13% |
747,614
-4,583
|
|
||
29
iShares MSCI KLD 400 Social ETF
DSI
$5B
| $10.6M | 0.13% |
128,368
+307
|
|
||
30
Thermo Fisher Scientific
TMO
$220B
| $10.6M | 0.13% |
18,575
+45
|
|
||
31
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
| $10.6M | 0.13% |
105,700
+21,567
|
|
||
32
iShares Core S&P 500 ETF
IVV
$729B
| $10M | 0.13% |
22,807
+5,127
|
|
||
33
Chevron
CVX
$305B
| $8.78M | 0.11% |
51,962
-16,409
|
|
||
34
JPMorgan Chase
JPM
$841B
| $8.3M | 0.1% |
63,115
-1,854
|
|
||
35
PepsiCo
PEP
$204B
| $8.15M | 0.1% |
47,054
-269
|
|
||
36
Alphabet (Google) Class C
GOOG
$3.8T
| $7.98M | 0.1% |
62,160
+10,580
|
|
||
37
Home Depot
HD
$356B
| $7.89M | 0.1% |
25,777
-2,673
|
|
||
38
UnitedHealth
UNH
$293B
| $7.66M | 0.1% |
14,345
+884
|
|
||
39
Watsco Inc
WSO
$13.9B
| $7.64M | 0.1% |
26,436
+5,270
|
|
||
40
Verizon
VZ
$172B
| $7.62M | 0.09% |
141,945
+15,088
|
|
||
41
Nike
NKE
$96.7B
| $7.48M | 0.09% |
59,851
+10,813
|
|
||
42
S&P Global
SPGI
$150B
| $7.34M | 0.09% |
18,466
+9,361
|
|
||
43
AbbVie
ABBV
$398B
| $7.27M | 0.09% |
43,465
-14,920
|
|
||
44
Charles Schwab
SCHW
$165B
| $7.26M | 0.09% |
90,665
+3,036
|
|
||
45
Walt Disney
DIS
$191B
| $7.11M | 0.09% |
54,343
+4,523
|
|
||
46
Bristol-Myers Squibb
BMY
$100B
| $6.99M | 0.09% |
91,290
+3,934
|
|
||
47
Fastenal
FAST
$46.1B
| $6.4M | 0.08% |
221,752
+54,780
|
|
||
48
Walmart
WMT
$889B
| $6.34M | 0.08% |
124,194
+5,574
|
|
||
49
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $5.99M | 0.07% |
115,495
-2,525
|
|
||
50
RTX Corp
RTX
$225B
| $5.72M | 0.07% |
55,734
+3,877
|
|