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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.32%
26,143
-4,934
77
$1.97M 0.3%
125,994
+28,656
78
$1.97M 0.3%
43,252
+31,357
79
$1.95M 0.3%
25,539
-1,403
80
$1.93M 0.29%
+170,175
81
$1.93M 0.29%
36,968
-425
82
$1.93M 0.29%
20,882
-2,263
83
$1.92M 0.29%
32,733
-369
84
$1.86M 0.28%
23,725
-8,787
85
$1.83M 0.28%
139,760
+22,080
86
$1.78M 0.27%
49,500
+24,500
87
$1.78M 0.27%
12,967
+242
88
$1.77M 0.27%
20,194
-2,315
89
$1.76M 0.27%
13,600
-10,498
90
$1.75M 0.27%
29,416
-2,511
91
$1.72M 0.26%
12,425
+699
92
$1.72M 0.26%
14,355
-911
93
$1.71M 0.26%
81,572
+5,896
94
$1.7M 0.26%
32,730
+112
95
$1.67M 0.25%
47,568
-45,733
96
$1.67M 0.25%
18,310
+1,837
97
$1.66M 0.25%
6,645
+8
98
$1.65M 0.25%
91,743
-10,302
99
$1.6M 0.24%
35,111
-1,293
100
$1.57M 0.24%
14,346
-1,017
2 3
4
5 6