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
$1.43B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$15.6M
3
+$13.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.2M
5
FSK icon
FS KKR Capital
FSK
+$5.6M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$5.35M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.39M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.28M

Sector Composition

1 Financials 11.97%
2 Technology 10.18%
3 Healthcare 8.06%
4 Energy 6.1%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.51M 0.18%
26,882
-163
102
$2.48M 0.17%
5,417
+22
103
$2.45M 0.17%
28,755
+734
104
$2.44M 0.17%
44,309
-245,530
105
$2.44M 0.17%
11,468
106
$2.41M 0.17%
5,630
-226
107
$2.4M 0.17%
11,017
+611
108
$2.37M 0.17%
16,390
-12,409
109
$2.36M 0.17%
+16,338
110
$2.29M 0.16%
48,032
+30,041
111
$2.19M 0.15%
9,069
+712
112
$2.17M 0.15%
79,628
-570
113
$2.15M 0.15%
22,387
+534
114
$2.15M 0.15%
19,000
-4,200
115
$2.13M 0.15%
21,200
116
$2.05M 0.14%
24,263
-540
117
$2M 0.14%
21,932
-376
118
$1.99M 0.14%
56,611
+3,811
119
$1.96M 0.14%
94,950
+265
120
$1.91M 0.13%
5,047
+184
121
$1.9M 0.13%
+29,566
122
$1.89M 0.13%
11,418
+1
123
$1.87M 0.13%
40,155
-583
124
$1.83M 0.13%
15,721
-412
125
$1.82M 0.13%
14,212
+23
3 4
5
6 7