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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$609K 0.09%
23,823
+2,033
177
$604K 0.09%
4,260
+688
178
$604K 0.09%
15,794
-8,324
179
$600K 0.09%
60,330
+39,318
180
$598K 0.09%
26,040
-1,875
181
$597K 0.09%
3,738
-33
182
$594K 0.09%
13,166
+217
183
$593K 0.09%
22,312
+1,411
184
$591K 0.09%
14,769
-1,066
185
$585K 0.09%
1,489
-898
186
$579K 0.09%
4,419
-280
187
$576K 0.09%
4,510
+1,258
188
$575K 0.09%
7,689
+15
189
$575K 0.09%
11,873
-1,403
190
$570K 0.09%
57,141
+6,024
191
$567K 0.09%
8,606
+12
192
$563K 0.09%
4,073
+2,463
193
$560K 0.09%
15,248
+357
194
$560K 0.09%
167,800
-4,120
195
$553K 0.08%
34,638
+11,520
196
$546K 0.08%
15,500
+2,000
197
$542K 0.08%
8,740
-465
198
$528K 0.08%
4,004
+984
199
$525K 0.08%
11,302
+346
200
$517K 0.08%
6,890
-861
6 7
8
9 10