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
$1.05B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$10.5M
3
+$4.07M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.52M
5
EAF icon
GrafTech
EAF
+$2.42M

Top Sells

1
+$5M
2
+$2.06M
3
+$1.83M
4
INCY icon
Incyte
INCY
+$1.48M
5
P
Pandora Media Inc
P
+$1.35M

Sector Composition

1 Energy 37.97%
2 Financials 10.47%
3 Healthcare 6.96%
4 Technology 6.09%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$604K 0.06%
10,956
+228
202
$599K 0.06%
2,927
-530
203
$595K 0.06%
4,655
204
$593K 0.06%
4,017
205
$593K 0.06%
3,078
-1,000
206
$590K 0.06%
7,375
+575
207
$584K 0.06%
4,022
-667
208
$581K 0.06%
6,118
+397
209
$576K 0.06%
12,729
+945
210
$576K 0.06%
14,069
+2,884
211
$564K 0.05%
2,343
-418
212
$561K 0.05%
12,025
+1,950
213
$559K 0.05%
7,720
+520
214
$559K 0.05%
8,063
+2,834
215
$550K 0.05%
40,780
-15,421
216
$544K 0.05%
7,674
217
$541K 0.05%
+13,560
218
$536K 0.05%
44,556
+13,124
219
$530K 0.05%
13,500
220
$527K 0.05%
5,552
+32
221
$525K 0.05%
7,510
-1,124
222
$525K 0.05%
12,239
-936
223
$524K 0.05%
4,882
+1,025
224
$523K 0.05%
21,204
+1,521
225
$519K 0.05%
4,445
-198
7 8
9
10 11