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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$423K 0.06%
8,812
-20
252
$423K 0.06%
11,000
253
$419K 0.06%
10,620
+600
254
$412K 0.06%
8,549
+1,884
255
$410K 0.06%
20,775
-4,400
256
$401K 0.06%
8,602
257
$398K 0.06%
8,315
+1
258
$388K 0.06%
10,000
-2,600
259
$387K 0.06%
8,000
260
$384K 0.06%
2,975
-150
261
$380K 0.06%
4,870
262
$376K 0.06%
33,000
+1,300
263
$376K 0.06%
6,173
-178
264
$373K 0.06%
3,600
+1,195
265
$371K 0.06%
9,580
-8,139
266
$358K 0.05%
15,467
-21,025
267
$351K 0.05%
5,924
-1,976
268
$351K 0.05%
3,430
269
$350K 0.05%
2,476
+100
270
$350K 0.05%
2,625
271
$347K 0.05%
2,561
+9
272
$346K 0.05%
22,028
-200
273
$343K 0.05%
30,813
274
$337K 0.05%
+12,333
275
$337K 0.05%
+13,655
9 10
11
12 13