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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.25%
2 Financials 11.92%
3 Technology 7.35%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$428K 0.06%
8,212
-3,367
252
$428K 0.06%
3,650
253
$425K 0.06%
30,813
254
$423K 0.06%
15,460
+5,227
255
$416K 0.06%
5,310
+2,052
256
$414K 0.06%
2,933
+372
257
$409K 0.06%
8,316
+1
258
$409K 0.06%
57,660
-9,400
259
$408K 0.06%
3,730
+300
260
$404K 0.06%
23,082
+5,586
261
$402K 0.06%
28,020
-1,425
262
$393K 0.06%
33,200
+200
263
$391K 0.06%
8,000
264
$387K 0.06%
10,620
265
$384K 0.06%
16,905
+5,475
266
$378K 0.05%
26,150
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267
$372K 0.05%
10,000
268
$365K 0.05%
14,004
-1,620
269
$363K 0.05%
7,532
+2,144
270
$362K 0.05%
5,548
-625
271
$347K 0.05%
22,028
272
$346K 0.05%
2,621
-4
273
$346K 0.05%
2,621
+21
274
$342K 0.05%
5,324
-600
275
$340K 0.05%
2,277
9 10
11
12 13