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
$1.05B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$10.5M
3
+$4.07M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.52M
5
EAF icon
GrafTech
EAF
+$2.42M

Top Sells

1
+$5M
2
+$2.06M
3
+$1.83M
4
INCY icon
Incyte
INCY
+$1.48M
5
P
Pandora Media Inc
P
+$1.35M

Sector Composition

1 Energy 37.97%
2 Financials 10.47%
3 Healthcare 6.96%
4 Technology 6.09%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.13%
15,039
-74
127
$1.28M 0.12%
4
128
$1.28M 0.12%
+47,550
129
$1.27M 0.12%
45,700
130
$1.27M 0.12%
94,371
-24,712
131
$1.25M 0.12%
19,996
+182
132
$1.23M 0.12%
15,133
-2,828
133
$1.23M 0.12%
8,500
134
$1.23M 0.12%
17,807
+943
135
$1.23M 0.12%
20,626
-1,385
136
$1.21M 0.12%
171,920
+22,920
137
$1.19M 0.11%
14,206
-350
138
$1.16M 0.11%
40,273
+1,460
139
$1.16M 0.11%
27,608
+804
140
$1.14M 0.11%
22,746
+212
141
$1.13M 0.11%
25,444
+588
142
$1.13M 0.11%
2,387
+193
143
$1.12M 0.11%
24,118
+9,624
144
$1.12M 0.11%
7,034
+730
145
$1.1M 0.11%
13,750
-157
146
$1.1M 0.1%
7,203
-106
147
$1.09M 0.1%
23,316
+4,026
148
$1.09M 0.1%
11,500
149
$1.08M 0.1%
23,675
+4,005
150
$1.06M 0.1%
17,567
-669
4 5
6
7 8