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
201
$858K 0.06%
100,882
-2,313
202
$858K 0.06%
+3,920
203
$842K 0.06%
3,383
+7
204
$826K 0.06%
13,192
-2,362
205
$824K 0.06%
45,320
+1,250
206
$812K 0.06%
6,067
-191
207
$810K 0.06%
3,919
+100
208
$790K 0.06%
15,025
+639
209
$762K 0.05%
2,451
+646
210
$758K 0.05%
+40,520
211
$754K 0.05%
+5,105
212
$749K 0.05%
13,786
-65
213
$745K 0.05%
15,336
-254
214
$713K 0.05%
6,198
+102
215
$712K 0.05%
+27,784
216
$710K 0.05%
3,237
+273
217
$695K 0.05%
7,250
218
$694K 0.05%
8,625
-150
219
$692K 0.05%
11,459
+1,954
220
$689K 0.05%
7,335
+2,884
221
$684K 0.05%
17,086
+1,429
222
$678K 0.05%
17,291
+10,625
223
$676K 0.05%
2,982
+363
224
$674K 0.05%
38,796
+300
225
$668K 0.05%
62,814
+1,046
7 8
9
10 11