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
$677M
AUM Growth
-$616K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.65M
3
+$2.53M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.78M

Top Sells

1
+$3.52M
2
+$2.57M
3
+$2.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Financials 15.69%
2 Healthcare 11.98%
3 Technology 11.98%
4 Energy 10.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$367K 0.05%
18,272
227
$352K 0.05%
9,643
+3
228
$351K 0.05%
32,771
229
$346K 0.05%
15,003
-2,100
230
$340K 0.05%
12,320
+4,280
231
$333K 0.05%
55,000
+20,000
232
$332K 0.05%
805
233
$321K 0.05%
13,788
+124
234
$317K 0.05%
1,647
235
$315K 0.05%
16,710
-7,880
236
$306K 0.05%
2,200
237
$304K 0.04%
11,370
-2,570
238
$302K 0.04%
5,061
-241
239
$301K 0.04%
2,697
240
$301K 0.04%
1,885
-329
241
$299K 0.04%
9,618
+51
242
$298K 0.04%
18,667
243
$298K 0.04%
4,983
+6
244
$298K 0.04%
+10,683
245
$295K 0.04%
5,157
-610
246
$291K 0.04%
1,789
247
$291K 0.04%
22,285
+3,076
248
$284K 0.04%
3,227
249
$283K 0.04%
5,784
+74
250
$279K 0.04%
+1,476
8 9
10
11 12