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
$1.45B
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$19.3M
3
+$7.63M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$3.81M

Top Sells

1
+$24.2M
2
+$7.9M
3
+$5.32M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.47M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.22M

Sector Composition

1 Financials 11.88%
2 Technology 9.99%
3 Healthcare 6.92%
4 Energy 6.13%
5 Consumer Staples 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.01M 0.07%
2,487
+90
177
$1M 0.07%
29,791
+2,296
178
$1M 0.07%
+72,700
179
$994K 0.07%
16,553
+5,094
180
$994K 0.07%
27,505
-45,200
181
$982K 0.07%
24,105
182
$974K 0.07%
8,243
+607
183
$973K 0.07%
9,555
+5,741
184
$969K 0.07%
17,354
185
$967K 0.07%
148,078
+58,035
186
$965K 0.07%
24,254
+7,168
187
$963K 0.07%
8,499
-1
188
$958K 0.07%
16,627
-240
189
$951K 0.07%
3,919
190
$930K 0.06%
2,391
191
$919K 0.06%
11,785
+186
192
$918K 0.06%
53,000
193
$914K 0.06%
13,056
-1,154
194
$908K 0.06%
13,208
-6,610
195
$904K 0.06%
17,141
-457
196
$895K 0.06%
7,945
-280
197
$886K 0.06%
7,309
+2,707
198
$883K 0.06%
26,949
+56
199
$855K 0.06%
+16,930
200
$854K 0.06%
+39,262
6 7
8
9 10