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
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
1
$59.7M 8.81%
3,233,223
-29,599
2
$41.3M 6.09%
1,423,322
+1,879
3
$24.4M 3.61%
494,060
-7,860
4
$20.9M 3.08%
278,900
-28,153
5
$18.1M 2.67%
722,684
-3,557
6
$17.4M 2.57%
130,020
+2,777
7
$16.6M 2.45%
151,654
-13,814
8
$15.6M 2.3%
286,577
-19,428
9
$14.6M 2.15%
68,334
-390
10
$13.5M 2%
38,180
+9,920
11
$10M 1.48%
183,544
+20,040
12
$9.42M 1.39%
143,092
-1,000
13
$8.88M 1.31%
63,562
+615
14
$8.36M 1.23%
45,369
-787
15
$8.3M 1.22%
153,260
-4,880
16
$8.27M 1.22%
89,480
-1,615
17
$8.26M 1.22%
151,084
+39,998
18
$8.22M 1.21%
73,523
+51
19
$7.93M 1.17%
94,588
+3,125
20
$7.74M 1.14%
26,261
-61
21
$7.56M 1.12%
135,861
+17,777
22
$7.32M 1.08%
24,938
+3,563
23
$7.25M 1.07%
41,777
+601
24
$7M 1.03%
276,558
+15,374
25
$6.72M 0.99%
32,338
+6,002
1
2 3 4 5