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
$714M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.27%
3 Technology 7.59%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$518K 0.07%
4,945
+386
227
$517K 0.07%
3,326
+171
228
$508K 0.07%
5,966
-1,657
229
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230
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4,951
+1
231
$487K 0.07%
2,893
-269
232
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+13,624
233
$473K 0.07%
10,022
234
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8,600
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235
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27,915
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236
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5,452
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237
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2,318
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238
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239
$444K 0.06%
6,578
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240
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21,155
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241
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242
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243
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244
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20,990
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245
$426K 0.06%
9,309
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246
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+30,000
247
$418K 0.06%
5,716
+1,716
248
$417K 0.06%
+3,672
249
$417K 0.06%
37,665
+3,329
250
$417K 0.06%
16,623
-11,470
8 9
10
11 12