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
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.96M
3
+$2.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.14M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.11M

Top Sells

1
+$11.7M
2
+$10.2M
3
+$10.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.14M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.74M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.76M 0.44%
18,432
+3,000
52
$2.68M 0.43%
41,056
-544
53
$2.62M 0.42%
31,231
-7,367
54
$2.58M 0.41%
53,229
-156
55
$2.55M 0.41%
36,159
-25,373
56
$2.55M 0.41%
17,259
-2,970
57
$2.53M 0.41%
23,950
-142
58
$2.5M 0.4%
46,430
-2,313
59
$2.49M 0.4%
17,068
-38,225
60
$2.45M 0.39%
40,753
+12,116
61
$2.44M 0.39%
26,380
-27,580
62
$2.35M 0.38%
6,032
-510
63
$2.31M 0.37%
114,748
-7,372
64
$2.3M 0.37%
+27,493
65
$2.29M 0.37%
11,433
66
$2.29M 0.37%
49,500
67
$2.18M 0.35%
196,750
-30,000
68
$2.17M 0.35%
33,406
-3,067
69
$2.15M 0.35%
54,372
-5,076
70
$2.04M 0.33%
75,403
+36,567
71
$2.02M 0.32%
9,629
-2,930
72
$1.99M 0.32%
30,676
-10,124
73
$1.99M 0.32%
9,695
-16,756
74
$1.97M 0.32%
20,759
-3,564
75
$1.86M 0.3%
14,495
-542
1 2
3
4 5