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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.8M 0.42%
42,735
+37,106
52
$2.77M 0.42%
195,062
+96,258
53
$2.76M 0.42%
88,764
-507
54
$2.73M 0.41%
35,446
+1,276
55
$2.71M 0.41%
37,132
-46
56
$2.68M 0.41%
25,628
-15,573
57
$2.67M 0.41%
38,523
+14,400
58
$2.67M 0.4%
14,125
-50
59
$2.66M 0.4%
35,700
+703
60
$2.66M 0.4%
14,962
-129
61
$2.66M 0.4%
99,788
-39,784
62
$2.62M 0.4%
46,150
-1,273
63
$2.52M 0.38%
28,270
-55
64
$2.52M 0.38%
95,298
-44,198
65
$2.45M 0.37%
149,028
-17,072
66
$2.39M 0.36%
37,520
+12,267
67
$2.37M 0.36%
15,133
-36
68
$2.36M 0.36%
56,948
+763
69
$2.31M 0.35%
32,113
+23,668
70
$2.3M 0.35%
40,987
+10,378
71
$2.29M 0.35%
36,810
+5,675
72
$2.21M 0.34%
82,319
-30,034
73
$2.2M 0.33%
79,094
+5,891
74
$2.18M 0.33%
78,946
-13,595
75
$2.18M 0.33%
11,588
-79
1 2
3
4 5