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
151
$1.34M 0.09%
117,730
-10,780
152
$1.34M 0.09%
22,364
-1,866
153
$1.32M 0.09%
13,535
+1,987
154
$1.31M 0.09%
18,605
+6,183
155
$1.29M 0.09%
21,597
+5,178
156
$1.28M 0.09%
21,935
-695
157
$1.28M 0.09%
3,807
-25
158
$1.24M 0.09%
14,189
-939
159
$1.22M 0.08%
19,977
-555
160
$1.17M 0.08%
8,315
161
$1.15M 0.08%
46,386
-2,886
162
$1.14M 0.08%
8,881
+7,225
163
$1.14M 0.08%
52,373
+33
164
$1.13M 0.08%
60,792
+4,096
165
$1.11M 0.08%
19,404
+1
166
$1.11M 0.08%
57,400
-3,754
167
$1.09M 0.08%
4,717
-560
168
$1.09M 0.08%
18,258
+14,058
169
$1.09M 0.08%
17,820
+520
170
$1.08M 0.07%
4,554
-102
171
$1.07M 0.07%
22,732
+7,707
172
$1.06M 0.07%
5,510
+278
173
$1.04M 0.07%
30,160
174
$1.04M 0.07%
18,007
-847
175
$1.03M 0.07%
10,563
5 6
7
8 9