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
$1.45B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.3M
3
+$7.63M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.81M

Top Sells

1
+$24.2M
2
+$7.9M
3
+$5.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.47M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M

Sector Composition

1 Financials 11.88%
2 Technology 10%
3 Healthcare 6.92%
4 Energy 6.13%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.87M 0.27%
9,105
+4
77
$3.79M 0.26%
139,191
78
$3.76M 0.26%
69,095
-41,005
79
$3.72M 0.26%
17,011
+455
80
$3.72M 0.26%
39,253
-680
81
$3.54M 0.24%
50,190
-407
82
$3.42M 0.24%
17,452
-207
83
$3.33M 0.23%
53,351
-349
84
$3.33M 0.23%
40,609
-34,778
85
$3.29M 0.23%
9,457
+170
86
$3.28M 0.23%
16,177
+206
87
$3.19M 0.22%
63,315
-4,938
88
$3.17M 0.22%
60,386
-1,257
89
$3.16M 0.22%
51,474
-722
90
$2.96M 0.2%
80,462
+11,800
91
$2.82M 0.19%
6,570
+940
92
$2.81M 0.19%
74,871
+59,482
93
$2.79M 0.19%
32,414
+3,659
94
$2.78M 0.19%
32,602
-221
95
$2.77M 0.19%
40,949
-547
96
$2.76M 0.19%
131,004
-5,078
97
$2.63M 0.18%
49,338
-3,901
98
$2.61M 0.18%
11,855
-818
99
$2.58M 0.18%
39,572
-102
100
$2.57M 0.18%
10,628
-20
2 3
4
5 6