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
$1.43B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$15.6M
3
+$13.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.2M
5
FSK icon
FS KKR Capital
FSK
+$5.6M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$5.35M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.39M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.28M

Sector Composition

1 Financials 11.97%
2 Technology 10.18%
3 Healthcare 8.06%
4 Energy 6.1%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.88M 0.27%
17,659
+344
77
$3.86M 0.27%
15,818
-58
78
$3.8M 0.27%
16,556
+399
79
$3.74M 0.26%
9,101
80
$3.63M 0.25%
139,754
+10,000
81
$3.55M 0.25%
30,756
-4,457
82
$3.44M 0.24%
68,253
+5,261
83
$3.39M 0.24%
9,287
-22
84
$3.36M 0.23%
53,700
85
$3.33M 0.23%
61,643
-608
86
$3.21M 0.22%
52,196
+8,225
87
$3.19M 0.22%
159,480
+22,200
88
$3.1M 0.22%
15,971
+68
89
$3.04M 0.21%
113,319
-20,523
90
$3.04M 0.21%
12,673
+740
91
$2.99M 0.21%
53,239
-811
92
$2.98M 0.21%
72,705
+23,593
93
$2.87M 0.2%
136,082
+110
94
$2.82M 0.2%
32,823
-2,481
95
$2.8M 0.2%
68,662
+15,640
96
$2.78M 0.19%
81,812
-3,941
97
$2.68M 0.19%
39,674
-31,348
98
$2.58M 0.18%
10,648
-354
99
$2.55M 0.18%
117,970
-535
100
$2.53M 0.18%
41,496
+1,273
2 3
4
5 6