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
$1.43B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$15.6M
3
+$13.9M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$11.2M
5
FSK icon
FS KKR Capital
FSK
+$5.6M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$5.35M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$2.39M
5
BBAG icon
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
+$2.28M

Sector Composition

1 Financials 11.97%
2 Technology 10.18%
3 Healthcare 8.06%
4 Energy 6.1%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.02M 0.07%
16,408
+115
177
$1.02M 0.07%
42,173
+1,253
178
$1.01M 0.07%
7,071
-567
179
$1M 0.07%
55,215
+215
180
$1M 0.07%
5,232
181
$1M 0.07%
16,419
+1,785
182
$1M 0.07%
16,867
-1,271
183
$977K 0.07%
8,500
-1,026
184
$977K 0.07%
27,495
+4,066
185
$971K 0.07%
72,600
186
$970K 0.07%
12,422
+514
187
$966K 0.07%
10,738
+291
188
$950K 0.07%
37,200
-1,640
189
$931K 0.07%
17,354
190
$926K 0.06%
8,315
-10,100
191
$915K 0.06%
11,599
-137
192
$914K 0.06%
17,300
+160
193
$910K 0.06%
24,105
194
$901K 0.06%
53,000
195
$898K 0.06%
19,029
+100
196
$892K 0.06%
26,893
+39
197
$885K 0.06%
7,636
+464
198
$875K 0.06%
2,397
-1,113
199
$871K 0.06%
8,225
-1,050
200
$869K 0.06%
16,367
-250
6 7
8
9 10