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
$659M
AUM Growth
-$388M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$4.66M
3
+$3.24M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.1M
5
CVS icon
CVS Health
CVS
+$2.43M

Top Sells

1
+$209M
2
+$3.31M
3
+$2.63M
4
GS icon
Goldman Sachs
GS
+$1.91M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Sector Composition

1 Financials 14.08%
2 Healthcare 12.42%
3 Energy 9.61%
4 Technology 8.27%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$510K 0.08%
3,078
202
$508K 0.08%
4,664
+9
203
$502K 0.08%
6,637
-500
204
$501K 0.08%
33,036
+19,616
205
$495K 0.08%
12,605
-1,464
206
$488K 0.07%
5,484
+145
207
$480K 0.07%
+6,687
208
$476K 0.07%
19,829
+2,479
209
$475K 0.07%
3,182
-114
210
$468K 0.07%
10,175
-5,762
211
$463K 0.07%
4,062
+270
212
$462K 0.07%
2,937
+10
213
$459K 0.07%
11,778
-461
214
$453K 0.07%
3,914
-71
215
$452K 0.07%
16,900
-5,620
216
$452K 0.07%
8,390
-520
217
$450K 0.07%
7,517
-3,335
218
$448K 0.07%
4,590
+145
219
$446K 0.07%
15,157
+1,238
220
$445K 0.07%
7,720
221
$439K 0.07%
4,643
-239
222
$432K 0.07%
3,609
223
$432K 0.07%
5,721
-397
224
$431K 0.07%
20,805
-399
225
$426K 0.06%
12,738
+758
7 8
9
10 11