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
$714M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.27%
3 Technology 7.59%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$410K 0.06%
23,330
+6,054
252
$409K 0.06%
8,000
253
$409K 0.06%
9,815
+288
254
$409K 0.06%
16,799
+1,220
255
$404K 0.06%
10,749
+75
256
$399K 0.06%
10,978
+390
257
$394K 0.06%
13,368
-4,316
258
$393K 0.06%
4,655
+578
259
$391K 0.05%
6,123
+873
260
$390K 0.05%
3,539
+197
261
$389K 0.05%
17,000
262
$385K 0.05%
6,926
+1,730
263
$384K 0.05%
+2,200
264
$381K 0.05%
+2,092
265
$374K 0.05%
32,400
-1,025
266
$369K 0.05%
2,726
-1,400
267
$366K 0.05%
28,000
268
$363K 0.05%
6,536
-547
269
$360K 0.05%
5,208
-150
270
$359K 0.05%
16,283
-2,597
271
$356K 0.05%
+5,324
272
$356K 0.05%
2,277
273
$356K 0.05%
5,716
+508
274
$355K 0.05%
3,693
-498
275
$355K 0.05%
2,555
9 10
11
12 13