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
151
$1.05M 0.1%
25,000
152
$1.02M 0.1%
19,022
-11,250
153
$984K 0.09%
13,713
+1,754
154
$984K 0.09%
26,220
155
$979K 0.09%
38,068
-3,826
156
$938K 0.09%
21,684
+3,923
157
$929K 0.09%
50,315
-1,350
158
$923K 0.09%
+12,600
159
$915K 0.09%
2,704
+208
160
$913K 0.09%
15,937
+2,130
161
$911K 0.09%
27,284
162
$882K 0.08%
7,751
-2,651
163
$872K 0.08%
37,014
164
$869K 0.08%
3,218
+197
165
$860K 0.08%
20,969
+4,948
166
$847K 0.08%
20,901
-409
167
$845K 0.08%
29,406
+4,802
168
$843K 0.08%
22,520
-2,550
169
$835K 0.08%
11,385
-92
170
$808K 0.08%
68,862
-4,824
171
$799K 0.08%
9,990
+1,448
172
$781K 0.07%
4,741
+2,136
173
$778K 0.07%
31,059
+122
174
$776K 0.07%
5,053
-199
175
$774K 0.07%
8,445
-12
5 6
7
8 9