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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$565K 0.08%
10,759
-994
177
$560K 0.08%
7,192
-64
178
$559K 0.08%
24,590
+3,735
179
$548K 0.08%
4,775
+152
180
$546K 0.08%
35,565
-5,135
181
$538K 0.08%
2,961
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182
$534K 0.08%
9,558
-4,366
183
$533K 0.08%
17,589
-63,783
184
$531K 0.08%
3,389
-584
185
$527K 0.08%
12,855
-1,440
186
$523K 0.08%
3,925
+33
187
$520K 0.08%
9,313
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188
$512K 0.08%
+22,417
189
$512K 0.08%
13,940
-1,220
190
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8,419
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191
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11,843
-369
192
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2,370
193
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194
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5,568
-1,138
195
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10,626
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196
$475K 0.07%
43,017
197
$473K 0.07%
4,580
198
$472K 0.07%
5,197
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199
$471K 0.07%
8,514
+1
200
$465K 0.07%
6,392
6 7
8
9 10