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
$1.05B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$10.5M
3
+$4.07M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.52M
5
EAF icon
GrafTech
EAF
+$2.42M

Top Sells

1
+$5M
2
+$2.06M
3
+$1.83M
4
INCY icon
Incyte
INCY
+$1.48M
5
P
Pandora Media Inc
P
+$1.35M

Sector Composition

1 Energy 37.97%
2 Financials 10.47%
3 Healthcare 6.96%
4 Technology 6.09%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.7M 0.16%
36,404
+3,446
102
$1.7M 0.16%
15,363
-170
103
$1.7M 0.16%
16,869
+1,634
104
$1.69M 0.16%
9,014
-642
105
$1.67M 0.16%
5,743
-63
106
$1.66M 0.16%
98,804
-528
107
$1.64M 0.16%
10,050
+405
108
$1.64M 0.16%
45,320
+1,512
109
$1.63M 0.16%
30,609
-4,391
110
$1.62M 0.15%
16,473
+776
111
$1.61M 0.15%
86,181
-9,984
112
$1.56M 0.15%
30,593
-308
113
$1.53M 0.15%
12,555
+598
114
$1.53M 0.15%
36,678
+596
115
$1.51M 0.14%
17,210
-439
116
$1.51M 0.14%
49,042
+10,208
117
$1.5M 0.14%
39,936
+279
118
$1.49M 0.14%
4,207
+43
119
$1.44M 0.14%
36,433
-847
120
$1.43M 0.14%
13,268
-1,017
121
$1.41M 0.13%
13,213
+480
122
$1.39M 0.13%
6,715
-2,627
123
$1.36M 0.13%
50,083
+4,288
124
$1.36M 0.13%
17,753
-216
125
$1.34M 0.13%
31,179
-2,761
3 4
5
6 7