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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$907K 0.13%
29,587
+8,148
127
$905K 0.13%
23,309
+14,536
128
$901K 0.13%
13,709
+980
129
$884K 0.13%
3,879
130
$871K 0.13%
2,955
-100
131
$865K 0.13%
5,022
+300
132
$856K 0.13%
10,183
-120
133
$844K 0.12%
47,940
-5,650
134
$841K 0.12%
4,836
-620
135
$839K 0.12%
24,720
-300
136
$821K 0.12%
9,324
137
$818K 0.12%
14,367
+1,499
138
$812K 0.12%
10,335
-667
139
$792K 0.12%
5,861
140
$777K 0.11%
14,410
-296
141
$774K 0.11%
43,734
-45,561
142
$769K 0.11%
10,980
-2,840
143
$755K 0.11%
7,152
+1
144
$753K 0.11%
3,683
145
$743K 0.11%
63,180
-5,946
146
$735K 0.11%
6,418
+100
147
$725K 0.11%
9,535
+1,695
148
$724K 0.11%
18,908
+6,746
149
$723K 0.11%
37,974
+2,424
150
$710K 0.1%
24,604
4 5
6
7 8