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
151
$709K 0.1%
28,785
152
$703K 0.1%
10,750
-500
153
$702K 0.1%
2,646
-208
154
$697K 0.1%
4,217
-95
155
$694K 0.1%
14,654
-1,279
156
$687K 0.1%
167,200
-5,080
157
$681K 0.1%
49,450
+33,317
158
$666K 0.1%
7,547
+186
159
$662K 0.1%
3,961
+62
160
$658K 0.1%
36,824
+1,628
161
$649K 0.1%
4,325
-182
162
$637K 0.09%
2
-2
163
$636K 0.09%
6,637
164
$626K 0.09%
+2,801
165
$616K 0.09%
14,481
-934
166
$614K 0.09%
+16,317
167
$612K 0.09%
3,498
-240
168
$612K 0.09%
21,215
-11,277
169
$611K 0.09%
8,216
-196
170
$608K 0.09%
+17,876
171
$598K 0.09%
+17,718
172
$591K 0.09%
4,069
173
$587K 0.09%
51,750
+5,950
174
$579K 0.09%
21,005
-38,473
175
$573K 0.08%
+11,630
5 6
7
8 9