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
$1.05B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$10.5M
3
+$4.07M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.52M
5
EAF icon
GrafTech
EAF
+$2.42M

Top Sells

1
+$5M
2
+$2.06M
3
+$1.83M
4
INCY icon
Incyte
INCY
+$1.48M
5
P
Pandora Media Inc
P
+$1.35M

Sector Composition

1 Energy 37.97%
2 Financials 10.47%
3 Healthcare 6.96%
4 Technology 6.09%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.25M 0.21%
33,102
-3,663
77
$2.23M 0.21%
52,450
-9,200
78
$2.19M 0.21%
23,145
+797
79
$2.17M 0.21%
15,266
-684
80
$2.14M 0.2%
31,927
+1,379
81
$2.1M 0.2%
24,123
-1,100
82
$2.04M 0.2%
5,906
+455
83
$2.03M 0.19%
73,203
+16,737
84
$2.02M 0.19%
32,618
-17
85
$2.02M 0.19%
12,725
-4,665
86
$1.99M 0.19%
11,667
+835
87
$1.98M 0.19%
64,760
-5,162
88
$1.97M 0.19%
75,676
+54,383
89
$1.97M 0.19%
22,509
-930
90
$1.95M 0.19%
102,045
-3,988
91
$1.93M 0.18%
17,144
-786
92
$1.93M 0.18%
45,377
-2,899
93
$1.9M 0.18%
11,726
+322
94
$1.85M 0.18%
180,680
-11,152
95
$1.8M 0.17%
39,064
-7,327
96
$1.77M 0.17%
6,637
+1
97
$1.74M 0.17%
25,253
-21,471
98
$1.74M 0.17%
+51,117
99
$1.72M 0.16%
97,338
-68,433
100
$1.71M 0.16%
117,680
2 3
4
5 6