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
$531M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$97.9M
2
+$66.2M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.3M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$14.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 22.87%
2 Consumer Staples 16.26%
3 Consumer Discretionary 2.78%
4 Technology 2.52%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$224K 0.04%
+4,636
227
$223K 0.04%
+3,868
228
$223K 0.04%
+5,269
229
$222K 0.04%
+6,348
230
$220K 0.04%
+2,400
231
$219K 0.04%
+1,059
232
$218K 0.04%
+2,999
233
$218K 0.04%
+5,000
234
$216K 0.04%
+30,315
235
$214K 0.04%
+5,000
236
$214K 0.04%
+12,720
237
$213K 0.04%
+2,807
238
$209K 0.04%
+1,447
239
$208K 0.04%
+9,453
240
$205K 0.04%
+2,680
241
$204K 0.04%
+7,500
242
$203K 0.04%
+1,680
243
$202K 0.04%
+5,853
244
$201K 0.04%
+4,465
245
$198K 0.04%
+15,252
246
$172K 0.03%
+10,500
247
$170K 0.03%
+3,186
248
$167K 0.03%
+10,476
249
$163K 0.03%
+12,273
250
$157K 0.03%
+18,598
7 8 9
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