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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$501K 0.08%
23,340
+500
227
$488K 0.07%
27,302
-7,300
228
$485K 0.07%
67,060
-4,050
229
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5,648
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230
$478K 0.07%
11,579
+2,549
231
$474K 0.07%
3,650
232
$473K 0.07%
7,926
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233
$473K 0.07%
5,048
+47
234
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2,331
+101
235
$462K 0.07%
7,715
-1,150
236
$460K 0.07%
+7,705
237
$456K 0.07%
10,000
238
$456K 0.07%
45,799
+12,946
239
$453K 0.07%
7,594
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240
$441K 0.07%
9,074
241
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12,652
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242
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14,000
243
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2,606
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244
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29,445
-36,975
245
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8,573
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246
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2,652
+434
247
$426K 0.07%
28,000
248
$425K 0.07%
10,000
+3,513
249
$423K 0.06%
15,624
250
$423K 0.06%
12,113
-175
8 9
10
11 12