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
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.96M
3
+$2.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.14M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.11M

Top Sells

1
+$11.7M
2
+$10.2M
3
+$10.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.14M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.74M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.23%
25,859
-1,398
102
$1.41M 0.23%
189,174
-27,197
103
$1.4M 0.22%
69,678
-5,109
104
$1.33M 0.21%
11,029
-633
105
$1.31M 0.21%
17,697
-11,872
106
$1.3M 0.21%
13,719
-10,361
107
$1.26M 0.2%
14,463
-19,590
108
$1.26M 0.2%
11,272
-2,431
109
$1.25M 0.2%
+120,174
110
$1.22M 0.2%
23,916
-1,806
111
$1.21M 0.19%
15,801
-1,125
112
$1.2M 0.19%
6,649
-2,920
113
$1.17M 0.19%
21,825
-2,651
114
$1.16M 0.19%
26,424
+492
115
$1.14M 0.18%
42,755
116
$1.13M 0.18%
21,253
-28
117
$1.09M 0.18%
26,838
+1
118
$1.09M 0.17%
5,485
-1,062
119
$1.06M 0.17%
5,973
-655
120
$1.05M 0.17%
24,722
+2,916
121
$1.05M 0.17%
26,601
+10,735
122
$1.03M 0.17%
+71,714
123
$965K 0.15%
19,928
-912
124
$953K 0.15%
2,600
-46
125
$909K 0.15%
13,083
-370
3 4
5
6 7