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
$1.43B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$15.6M
3
+$13.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.2M
5
FSK icon
FS KKR Capital
FSK
+$5.6M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$5.35M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.39M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.28M

Sector Composition

1 Financials 11.97%
2 Technology 10.18%
3 Healthcare 8.06%
4 Energy 6.1%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.36M 0.1%
4,553
+1,643
152
$1.35M 0.09%
3,832
+1,341
153
$1.34M 0.09%
9,595
-360
154
$1.34M 0.09%
16,062
+186
155
$1.3M 0.09%
20,532
-3,213
156
$1.24M 0.09%
49,272
-2,094
157
$1.23M 0.09%
5,162
+1,387
158
$1.23M 0.09%
302,500
159
$1.22M 0.09%
14,210
-440
160
$1.21M 0.08%
5,277
+60
161
$1.21M 0.08%
61,154
-4,384
162
$1.19M 0.08%
19,403
-546
163
$1.18M 0.08%
15,128
-41
164
$1.16M 0.08%
10,563
+1,000
165
$1.14M 0.08%
11,548
+1,124
166
$1.14M 0.08%
+52,340
167
$1.1M 0.08%
4,656
-18
168
$1.08M 0.08%
22,630
+445
169
$1.06M 0.07%
2,391
170
$1.06M 0.07%
1,208
+443
171
$1.05M 0.07%
18,854
-300
172
$1.04M 0.07%
35,398
173
$1.04M 0.07%
30,160
174
$1.04M 0.07%
17,598
+2,948
175
$1.03M 0.07%
56,696
+1,656
5 6
7
8 9