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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.25%
2 Financials 11.92%
3 Technology 7.35%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$526K 0.08%
6,213
227
$520K 0.07%
8,096
+381
228
$516K 0.07%
33,848
-1,740
229
$502K 0.07%
9,700
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14,000
231
$489K 0.07%
9,155
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232
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28,000
233
$487K 0.07%
9,884
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234
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3,092
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235
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2,332
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236
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7,586
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237
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10,000
238
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12,069
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239
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3,837
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240
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15,892
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241
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37,384
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246
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2,928
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247
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10,813
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248
$437K 0.06%
11,000
249
$436K 0.06%
+4,869
250
$433K 0.06%
8,878
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8 9
10
11 12