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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.55M 0.24%
5,933
+27
102
$1.54M 0.23%
13,455
+1,055
103
$1.49M 0.23%
31,535
-7,529
104
$1.45M 0.22%
70,864
+23,314
105
$1.45M 0.22%
16,779
-365
106
$1.44M 0.22%
5,744
+1
107
$1.43M 0.22%
14,404
-2,465
108
$1.4M 0.21%
59,353
+21,285
109
$1.39M 0.21%
10,027
-23
110
$1.38M 0.21%
41,516
+4,838
111
$1.38M 0.21%
159,584
-21,096
112
$1.37M 0.21%
36,011
-422
113
$1.36M 0.21%
39,939
+3
114
$1.33M 0.2%
14,394
-8,298
115
$1.31M 0.2%
40,558
-4,762
116
$1.28M 0.19%
78,090
-8,091
117
$1.28M 0.19%
34,149
-11,228
118
$1.27M 0.19%
8,417
-597
119
$1.27M 0.19%
4,207
120
$1.26M 0.19%
13,264
+51
121
$1.26M 0.19%
24,546
+10,480
122
$1.24M 0.19%
41,989
-10,461
123
$1.23M 0.19%
11,275
-1,280
124
$1.22M 0.19%
4
125
$1.22M 0.19%
24,863
+4,237
3 4
5
6 7