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
$1.45B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.3M
3
+$7.63M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.81M

Top Sells

1
+$24.2M
2
+$7.9M
3
+$5.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.47M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M

Sector Composition

1 Financials 11.88%
2 Technology 10%
3 Healthcare 6.92%
4 Energy 6.13%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.91M 0.41%
99,922
-3,955
52
$5.8M 0.4%
59,960
53
$5.6M 0.39%
21,166
+4,266
54
$5.54M 0.38%
128,691
+6,237
55
$5.49M 0.38%
249,276
-11,229
56
$5.46M 0.38%
161,220
+21,306
57
$5.32M 0.37%
88,672
-15,787
58
$5.16M 0.36%
19,012
+3,194
59
$5.11M 0.35%
109,890
+3,264
60
$5.01M 0.35%
12,816
+306
61
$4.92M 0.34%
45,026
+19
62
$4.83M 0.33%
18,216
+2,100
63
$4.72M 0.33%
62,794
+9,117
64
$4.58M 0.32%
25,124
+704
65
$4.53M 0.31%
11
66
$4.52M 0.31%
74,558
+3
67
$4.48M 0.31%
248,756
+169
68
$4.46M 0.31%
218,872
-146,148
69
$4.34M 0.3%
183,254
-22,170
70
$4.31M 0.3%
166,904
+27,150
71
$4.24M 0.29%
68,083
+2,263
72
$4.22M 0.29%
18,955
+54
73
$4.1M 0.28%
27,976
+1,782
74
$4.09M 0.28%
16,958
-506
75
$4.06M 0.28%
19,806
1 2
3
4 5