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
$678M
AUM Growth
-$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$2.35M
3
+$2.19M
4
HD icon
Home Depot
HD
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.1M

Top Sells

1
+$26.5M
2
+$5.99M
3
+$3.04M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$2.97M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$2.72M

Sector Composition

1 Financials 15.63%
2 Healthcare 12.91%
3 Energy 11.07%
4 Technology 11.02%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$462K 0.07%
1,679
-9
202
$462K 0.07%
4,173
+177
203
$459K 0.07%
12,568
+698
204
$458K 0.07%
5,313
+125
205
$447K 0.07%
4,729
+7
206
$447K 0.07%
4,038
+1
207
$446K 0.07%
2,717
+189
208
$444K 0.07%
15,825
-30,758
209
$441K 0.07%
17,103
-2,127
210
$440K 0.06%
16,500
+1,000
211
$439K 0.06%
2,651
-400
212
$427K 0.06%
11,073
-655
213
$414K 0.06%
2,297
+100
214
$410K 0.06%
5,035
+199
215
$404K 0.06%
3,609
-13
216
$397K 0.06%
6,095
-2,211
217
$395K 0.06%
3,114
-270
218
$392K 0.06%
2,277
219
$383K 0.06%
5,275
+775
220
$382K 0.06%
2,555
221
$374K 0.06%
2,445
-29
222
$373K 0.06%
2,718
223
$363K 0.05%
4,650
224
$359K 0.05%
18,272
225
$348K 0.05%
2,214
+351
7 8
9
10 11