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
$1.45B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.3M
3
+$7.63M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.81M

Top Sells

1
+$24.2M
2
+$7.9M
3
+$5.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.47M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M

Sector Composition

1 Financials 11.88%
2 Technology 10%
3 Healthcare 6.92%
4 Energy 6.13%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.53M 0.17%
117,363
-607
102
$2.46M 0.17%
48,937
+4,628
103
$2.46M 0.17%
83,331
+1,519
104
$2.45M 0.17%
26,763
-119
105
$2.37M 0.16%
114,480
-45,000
106
$2.35M 0.16%
5,402
-15
107
$2.3M 0.16%
15,903
-435
108
$2.29M 0.16%
28,161
+3,898
109
$2.19M 0.15%
19,000
110
$2.18M 0.15%
11,355
+338
111
$2.18M 0.15%
67,250
+10,639
112
$2.12M 0.15%
113,295
-24
113
$2.1M 0.14%
9,174
+105
114
$2.08M 0.14%
79,138
-490
115
$2.08M 0.14%
10,747
-721
116
$2.07M 0.14%
25,962
+1,392
117
$2.03M 0.14%
12,101
+683
118
$2.02M 0.14%
21,486
-901
119
$2.02M 0.14%
44,342
-3,690
120
$1.95M 0.13%
95,027
+77
121
$1.92M 0.13%
24,472
+283
122
$1.92M 0.13%
128,173
+23,325
123
$1.86M 0.13%
101,322
+27,830
124
$1.82M 0.13%
29,566
125
$1.79M 0.12%
15,612
-109
3 4
5
6 7