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
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.96M
3
+$2.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.14M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.11M

Top Sells

1
+$11.7M
2
+$10.2M
3
+$10.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.14M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.74M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.84M 0.3%
11,603
-1,165
77
$1.82M 0.29%
47,039
+3,315
78
$1.79M 0.29%
48,042
-8,831
79
$1.73M 0.28%
19,927
-8,175
80
$1.72M 0.28%
38,394
+23,157
81
$1.72M 0.28%
14,342
-570
82
$1.7M 0.27%
5
+1
83
$1.69M 0.27%
100,748
-9,964
84
$1.68M 0.27%
25,799
-300
85
$1.67M 0.27%
35,111
+29,163
86
$1.64M 0.26%
14,435
-31,301
87
$1.63M 0.26%
5,534
-2,905
88
$1.62M 0.26%
5,929
+550
89
$1.62M 0.26%
7,029
+108
90
$1.61M 0.26%
5,019
-553
91
$1.6M 0.26%
58,328
-1,316
92
$1.59M 0.25%
136,888
-9,360
93
$1.55M 0.25%
22,480
-7,012
94
$1.55M 0.25%
39,135
-153
95
$1.54M 0.25%
+49,007
96
$1.52M 0.24%
46,767
-16,987
97
$1.51M 0.24%
23,227
-31,322
98
$1.48M 0.24%
126,948
-36,128
99
$1.48M 0.24%
11,865
-943
100
$1.46M 0.23%
15,466
-3,627
2 3
4
5 6