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
151
$634K 0.1%
2,735
+488
152
$631K 0.1%
45,936
-3,514
153
$625K 0.1%
5,341
+591
154
$621K 0.1%
3,750
+16
155
$613K 0.1%
3,770
-9,730
156
$608K 0.1%
103,320
-51,960
157
$596K 0.1%
11,973
-6,335
158
$595K 0.1%
4,027
-1,584
159
$595K 0.1%
3,018
-105
160
$593K 0.1%
5,299
161
$586K 0.09%
37,500
-65,875
162
$573K 0.09%
15,535
-6,482
163
$573K 0.09%
12,876
+420
164
$571K 0.09%
3,429
-561
165
$567K 0.09%
3,325
-850
166
$560K 0.09%
9,389
+44
167
$558K 0.09%
5,961
+189
168
$550K 0.09%
5,737
-900
169
$546K 0.09%
22,417
170
$537K 0.09%
10,780
-21,550
171
$530K 0.09%
3,709
+1,722
172
$530K 0.09%
9,018
-12,280
173
$529K 0.08%
4,550
-6,761
174
$529K 0.08%
12,000
175
$526K 0.08%
14,593
-519
5 6
7
8 9