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
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$4.57M
5
SPAB icon
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 10%
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
1
$136M 9.41%
1,491,041
-58,208
2
$100M 6.93%
3,364,320
+127,765
3
$55M 3.8%
388,714
-3,511
4
$52.3M 3.61%
1,231,012
-26,946
5
$41.4M 2.86%
2,389,296
+99,846
6
$34.9M 2.41%
212,385
+21,948
7
$33.8M 2.33%
119,829
-3,108
8
$31.9M 2.2%
2,496,654
-21,330
9
$27.4M 1.89%
771,199
-222,372
10
$26.5M 1.83%
573,050
+99,104
11
$24.2M 1.67%
+866,859
12
$23.2M 1.6%
210,237
-219,082
13
$22.9M 1.58%
163,479
-666
14
$20.9M 1.44%
76,509
-232
15
$19.3M 1.33%
+650,852
16
$18.7M 1.29%
1,449,538
+82,660
17
$18.4M 1.27%
431,730
+68,207
18
$17.6M 1.22%
487,195
+78,748
19
$17M 1.17%
103,480
+20,700
20
$16.5M 1.14%
123,640
-4,500
21
$16M 1.11%
264,664
+41,543
22
$15.5M 1.07%
306,264
-68,364
23
$15.4M 1.07%
296,272
+60,109
24
$15.3M 1.05%
31,734
+1
25
$13.5M 0.93%
750,336
+588
1
2 3 4 5