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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.96M 0.29%
13,148
-729
77
$1.88M 0.28%
36,960
+5,140
78
$1.88M 0.28%
12,754
-523
79
$1.87M 0.28%
116,302
+3,168
80
$1.82M 0.27%
72,490
+550
81
$1.79M 0.26%
206,750
+45,000
82
$1.67M 0.25%
11,442
+7,094
83
$1.66M 0.25%
122,648
+34,000
84
$1.64M 0.24%
62,410
+2,289
85
$1.62M 0.24%
29,688
-14,385
86
$1.62M 0.24%
9,567
+107
87
$1.6M 0.24%
26,099
+6,118
88
$1.59M 0.23%
41,765
+2,303
89
$1.58M 0.23%
43,724
+2,328
90
$1.58M 0.23%
12,807
-260
91
$1.58M 0.23%
151,624
-3,816
92
$1.54M 0.23%
18,852
+173
93
$1.51M 0.22%
12,166
+197
94
$1.49M 0.22%
20,499
+157
95
$1.47M 0.22%
27,288
+2,435
96
$1.46M 0.22%
28,572
+1,624
97
$1.44M 0.21%
77,103
-12
98
$1.41M 0.21%
6,871
-59
99
$1.38M 0.2%
33,472
-1,400
100
$1.38M 0.2%
39,288
-1,270
2 3
4
5 6