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
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
State Street 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 9.99%
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
126
$1.79M 0.12%
23,904
+401
127
$1.77M 0.12%
11,864
-100
128
$1.75M 0.12%
25,022
-569
129
$1.74M 0.12%
6,668
+1,386
130
$1.73M 0.12%
20,389
+4,327
131
$1.73M 0.12%
6,390
+1,228
132
$1.72M 0.12%
13,468
-744
133
$1.7M 0.12%
40,155
134
$1.66M 0.11%
4,795
-252
135
$1.63M 0.11%
6,790
-30
136
$1.58M 0.11%
5,982
+720
137
$1.57M 0.11%
8,187
+2
138
$1.56M 0.11%
16,205
-260
139
$1.55M 0.11%
15,505
-1,000
140
$1.54M 0.11%
20,430
+644
141
$1.54M 0.11%
50,498
-2,052
142
$1.54M 0.11%
18,782
-3,150
143
$1.52M 0.11%
32,830
+1,294
144
$1.52M 0.11%
1,815
+607
145
$1.49M 0.1%
13,808
-247
146
$1.39M 0.1%
23,049
-296
147
$1.38M 0.1%
10,400
+805
148
$1.37M 0.09%
2,385
-150
149
$1.37M 0.09%
19,540
-687
150
$1.34M 0.09%
18,190
-893
4 5
6
7 8