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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.2%
11,860
-1,685
102
$1.34M 0.2%
42,645
-15,490
103
$1.28M 0.19%
13,703
-2,655
104
$1.28M 0.19%
14,757
+19
105
$1.25M 0.18%
27,583
-13,404
106
$1.25M 0.18%
6,717
-405
107
$1.22M 0.18%
104,298
+38,466
108
$1.18M 0.17%
26,058
-518
109
$1.16M 0.17%
17,401
-123
110
$1.16M 0.17%
6,628
-135
111
$1.14M 0.17%
22,715
-2,957
112
$1.12M 0.17%
14,082
+258
113
$1.11M 0.16%
8,430
-95
114
$1.1M 0.16%
22,348
+851
115
$1.1M 0.16%
26,366
-3,164
116
$1.08M 0.16%
42,838
-6
117
$1.08M 0.16%
29,200
-3,422
118
$1.05M 0.16%
7,737
+193
119
$1.03M 0.15%
26,969
+1
120
$1.01M 0.15%
+22,529
121
$995K 0.15%
29,208
+7,262
122
$974K 0.14%
+26,019
123
$972K 0.14%
8,424
+250
124
$947K 0.14%
21,279
-704
125
$933K 0.14%
20,812
+2,216
3 4
5
6 7