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
$1.43B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$15.6M
3
+$13.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.2M
5
FSK icon
FS KKR Capital
FSK
+$5.6M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$5.35M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.39M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.28M

Sector Composition

1 Financials 11.97%
2 Technology 10.18%
3 Healthcare 8.06%
4 Energy 6.1%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.83M 0.41%
110,100
-10,322
52
$5.6M 0.39%
+260,505
53
$5.58M 0.39%
59,960
+44,576
54
$5.08M 0.36%
45,007
-319
55
$5.08M 0.36%
24,420
+17,499
56
$5.03M 0.35%
205,424
-11,017
57
$5.01M 0.35%
106,626
+1,416
58
$5.01M 0.35%
12,510
+685
59
$5M 0.35%
47,695
+7,841
60
$4.93M 0.35%
139,914
+7,112
61
$4.84M 0.34%
16,900
+1,142
62
$4.83M 0.34%
74,555
-10,972
63
$4.79M 0.34%
122,454
+12,008
64
$4.72M 0.33%
248,587
+12,792
65
$4.61M 0.32%
11
66
$4.51M 0.32%
19,806
-210
67
$4.42M 0.31%
18,901
+329
68
$4.35M 0.3%
16,116
+35
69
$4.35M 0.3%
26,194
+142
70
$4.17M 0.29%
53,677
+32,525
71
$4.03M 0.28%
17,464
+310
72
$3.98M 0.28%
65,820
-10,696
73
$3.96M 0.28%
39,933
+160
74
$3.96M 0.28%
50,597
-3,533
75
$3.95M 0.28%
139,191
-4,284
1 2
3
4 5