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
$677M
AUM Growth
-$616K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.65M
3
+$2.53M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.78M

Top Sells

1
+$3.52M
2
+$2.57M
3
+$2.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Financials 15.69%
2 Healthcare 11.98%
3 Technology 11.98%
4 Energy 10.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$277K 0.04%
6,400
+400
252
$276K 0.04%
1,987
253
$276K 0.04%
4,587
254
$274K 0.04%
4,509
-5,049
255
$271K 0.04%
1,679
-11,075
256
$271K 0.04%
17,035
-10
257
$269K 0.04%
8,000
258
$268K 0.04%
4,595
+1,300
259
$263K 0.04%
1,339
-3,497
260
$261K 0.04%
1,708
+400
261
$259K 0.04%
5,426
-6,204
262
$255K 0.04%
1,096
263
$255K 0.04%
4,040
+62
264
$253K 0.04%
7,846
265
$250K 0.04%
+3,904
266
$249K 0.04%
5,948
+7
267
$244K 0.04%
4,232
-488
268
$237K 0.04%
+10,240
269
$236K 0.03%
1,834
-9
270
$232K 0.03%
5,202
-1,260
271
$229K 0.03%
+514
272
$229K 0.03%
1,508
+140
273
$223K 0.03%
6,624
274
$220K 0.03%
+2,122
275
$218K 0.03%
1,827
9 10
11
12 13