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
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.96M
3
+$2.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.14M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.11M

Top Sells

1
+$11.7M
2
+$10.2M
3
+$10.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.14M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.74M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$905K 0.15%
5,079
127
$904K 0.14%
30,945
+1,110
128
$870K 0.14%
14,376
-15,004
129
$847K 0.14%
9,954
-388
130
$837K 0.13%
10,473
-1,043
131
$829K 0.13%
4,600
-500
132
$827K 0.13%
3,598
-85
133
$796K 0.13%
10,750
134
$794K 0.13%
8,405
-789
135
$747K 0.12%
5,059
-4,603
136
$738K 0.12%
8,331
-11,736
137
$728K 0.12%
17,700
138
$713K 0.11%
5,561
-2,873
139
$702K 0.11%
7,699
-348
140
$697K 0.11%
12,655
-1,255
141
$692K 0.11%
36,600
-152
142
$687K 0.11%
25,556
-22,399
143
$674K 0.11%
7,644
-2,274
144
$661K 0.11%
36,914
-25,326
145
$659K 0.11%
32,874
-855
146
$649K 0.1%
50,688
-10,248
147
$648K 0.1%
13,987
+4,724
148
$646K 0.1%
22,954
-1,650
149
$642K 0.1%
17,876
150
$641K 0.1%
7,383
-2,901
4 5
6
7 8