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
$531M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$97.9M
2
+$66.2M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.3M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$14.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 22.87%
2 Consumer Staples 16.26%
3 Consumer Discretionary 2.78%
4 Technology 2.52%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$150K 0.03%
+3,480
252
$149K 0.03%
+11,800
253
$140K 0.03%
+13,800
254
$137K 0.03%
+51,486
255
$123K 0.02%
+3,800
256
$116K 0.02%
+13,498
257
$114K 0.02%
+1,765
258
$100K 0.02%
+23,800
259
$97K 0.02%
+15,894
260
$89K 0.02%
+2,556
261
$87K 0.02%
+49,700
262
$86K 0.02%
+11,407
263
$84K 0.02%
+171,871
264
$81K 0.02%
+10,380
265
$69K 0.01%
+1,494
266
$42K 0.01%
+137
267
$19K ﹤0.01%
+12,000
268
$16K ﹤0.01%
+20,000
7 8 9 10
11