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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.89M 0.43%
78,504
+7,974
52
$2.74M 0.4%
222,958
-128,265
53
$2.67M 0.39%
7,335
+1,224
54
$2.58M 0.38%
12,559
-74
55
$2.58M 0.38%
61,250
+11,750
56
$2.55M 0.38%
41,631
+4,401
57
$2.55M 0.38%
25,573
-2,194
58
$2.51M 0.37%
49,202
-2,685
59
$2.44M 0.36%
129,532
-3,718
60
$2.4M 0.35%
14,760
+3,275
61
$2.37M 0.35%
38,847
+1,581
62
$2.36M 0.35%
41,302
-139
63
$2.35M 0.35%
29,431
-7,245
64
$2.35M 0.35%
+83,313
65
$2.33M 0.34%
56,717
-143
66
$2.27M 0.34%
13,423
+5,641
67
$2.23M 0.33%
9,157
+1,325
68
$2.22M 0.33%
11,433
-68
69
$2.22M 0.33%
24,879
-266
70
$2.17M 0.32%
21,509
+7,134
71
$2.16M 0.32%
23,680
+545
72
$2.11M 0.31%
29,480
+255
73
$2.11M 0.31%
68,441
-8,706
74
$2.07M 0.31%
7,068
+1,421
75
$2.05M 0.3%
13,513
+233
1 2
3
4 5