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
201
$854K 0.06%
38,594
+14,335
202
$850K 0.06%
16,989
+3,203
203
$848K 0.06%
9,483
-1,255
204
$846K 0.06%
+15,572
205
$841K 0.06%
11,523
+3,516
206
$839K 0.06%
101,168
+286
207
$834K 0.06%
40,634
-1,539
208
$830K 0.06%
3,142
-241
209
$814K 0.06%
18,429
-600
210
$813K 0.06%
3,147
+165
211
$804K 0.06%
13,192
212
$798K 0.06%
15,517
-850
213
$797K 0.06%
4,045
+125
214
$784K 0.05%
44,242
-1,078
215
$782K 0.05%
1,256
+535
216
$781K 0.05%
7,589
+254
217
$779K 0.05%
13,920
+3,119
218
$778K 0.05%
6,029
-1,042
219
$772K 0.05%
5,172
+816
220
$771K 0.05%
5,163
+58
221
$767K 0.05%
14,826
-510
222
$761K 0.05%
3,470
-1,083
223
$755K 0.05%
5,429
+820
224
$739K 0.05%
6,351
-100
225
$735K 0.05%
2,551
+100
7 8
9
10 11