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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.18%
27,440
-168
127
$1.19M 0.18%
46,713
-18,047
128
$1.18M 0.18%
29,188
-1,405
129
$1.13M 0.17%
6,761
-11,434
130
$1.13M 0.17%
23,633
+887
131
$1.11M 0.17%
23,575
-100
132
$1.11M 0.17%
10,669
-2,599
133
$1.11M 0.17%
45,700
134
$1.1M 0.17%
28,103
-3,076
135
$1.09M 0.17%
29,491
+7,807
136
$1.09M 0.17%
16,243
-967
137
$1.07M 0.16%
19,808
+2,001
138
$1.05M 0.16%
7,677
+2,936
139
$1.05M 0.16%
17,524
-229
140
$1.03M 0.16%
13,751
+1
141
$1.03M 0.16%
46,639
-3,444
142
$1.02M 0.15%
19,706
-290
143
$989K 0.15%
14,964
-75
144
$987K 0.15%
22,612
+3,590
145
$983K 0.15%
14,218
+12
146
$978K 0.15%
42,818
+11,759
147
$973K 0.15%
25,990
+12,430
148
$960K 0.15%
16,261
+6,271
149
$947K 0.14%
8,716
+216
150
$939K 0.14%
7,392
+189
4 5
6
7 8