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
$624M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
332
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$2.96M
3
+$2.3M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.14M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$2.11M

Top Sells

1
+$11.7M
2
+$10.2M
3
+$10.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.14M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$5.74M

Sector Composition

1 Financials 17.24%
2 Energy 13.34%
3 Technology 9.62%
4 Healthcare 8.52%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$526K 0.08%
8,000
-562
177
$524K 0.08%
43,000
178
$520K 0.08%
16,070
+4,700
179
$517K 0.08%
5,024
-173
180
$516K 0.08%
3,156
-1,152
181
$506K 0.08%
4,442
-3,983
182
$498K 0.08%
9,972
-4,801
183
$495K 0.08%
3,857
-969
184
$494K 0.08%
16,000
-500
185
$491K 0.08%
29,260
-57,230
186
$491K 0.08%
6,392
187
$489K 0.08%
6,084
-278
188
$489K 0.08%
13,281
-337
189
$483K 0.08%
12,792
+1,318
190
$483K 0.08%
5,102
-81
191
$473K 0.08%
4,825
-324
192
$466K 0.07%
24,129
-15,894
193
$461K 0.07%
8,709
-6,860
194
$460K 0.07%
3,500
-369
195
$446K 0.07%
11,832
-750
196
$442K 0.07%
9,234
-927
197
$433K 0.07%
4,556
-1,012
198
$429K 0.07%
2,277
199
$425K 0.07%
3,092
-733
200
$400K 0.06%
14,055
-6,950
6 7
8
9 10