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
$613M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$11.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M

Top Sells

1
+$3.71M
2
+$3.5M
3
+$2.93M
4
GS icon
Goldman Sachs
GS
+$1.62M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M

Sector Composition

1 Technology 14.26%
2 Financials 13.82%
3 Healthcare 11.31%
4 Consumer Staples 7.44%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$276K 0.05%
16,000
227
$275K 0.04%
59,825
+37,046
228
$270K 0.04%
+10,986
229
$266K 0.04%
604
+113
230
$265K 0.04%
32,392
231
$261K 0.04%
4,996
+7
232
$260K 0.04%
+1,099
233
$260K 0.04%
49,046
+6,046
234
$258K 0.04%
5,100
+1,100
235
$255K 0.04%
5,050
+26
236
$255K 0.04%
13,350
+3,309
237
$255K 0.04%
8,734
+4,938
238
$252K 0.04%
+8,666
239
$251K 0.04%
55,000
+40,000
240
$247K 0.04%
1,865
+501
241
$247K 0.04%
12,164
+332
242
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243
$243K 0.04%
1,795
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244
$242K 0.04%
+2,697
245
$239K 0.04%
+5,218
246
$235K 0.04%
5,097
+884
247
$230K 0.04%
6,690
+547
248
$229K 0.04%
+33,497
249
$229K 0.04%
2,118
+709
250
$227K 0.04%
9,298
-3,494
8 9
10
11 12