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
176
$745K 0.07%
13,774
+1,292
177
$724K 0.07%
10,742
-4,106
178
$722K 0.07%
3,771
+1,503
179
$717K 0.07%
8,594
-334
180
$717K 0.07%
14,066
+8,934
181
$709K 0.07%
7,549
+1
182
$708K 0.07%
4,699
+391
183
$702K 0.07%
5,503
+1,002
184
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4,995
185
$691K 0.07%
7,868
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186
$684K 0.07%
9,205
-75
187
$680K 0.06%
3,609
188
$680K 0.06%
15,835
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189
$668K 0.06%
12,949
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190
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14,891
-131
191
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192
$648K 0.06%
57,419
-1,296
193
$646K 0.06%
27,915
194
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13,276
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195
$628K 0.06%
7,137
196
$627K 0.06%
21,344
-6,916
197
$619K 0.06%
11,895
+1,290
198
$616K 0.06%
21,790
+5,385
199
$608K 0.06%
17,000
+2,000
200
$608K 0.06%
8,910
-65
6 7
8
9 10