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
$613M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$11.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M

Top Sells

1
+$3.71M
2
+$3.5M
3
+$2.93M
4
GS icon
Goldman Sachs
GS
+$1.62M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M

Sector Composition

1 Technology 14.26%
2 Financials 13.82%
3 Healthcare 11.31%
4 Consumer Staples 7.44%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$226K 0.04%
+4,987
252
$225K 0.04%
18,272
+7,500
253
$224K 0.04%
+1,812
254
$222K 0.04%
2,200
255
$222K 0.04%
17,035
256
$219K 0.04%
+4,700
257
$219K 0.04%
+71,900
258
$219K 0.04%
+2,740
259
$218K 0.04%
9,762
+68
260
$216K 0.04%
+5,533
261
$216K 0.04%
2,093
+1
262
$212K 0.03%
2,400
263
$210K 0.03%
3,939
264
$209K 0.03%
+1,767
265
$209K 0.03%
5,987
+1,635
266
$195K 0.03%
17,917
267
$179K 0.03%
12,619
+429
268
$176K 0.03%
19,629
269
$156K 0.03%
16,778
270
$140K 0.02%
+12,944
271
$129K 0.02%
27,099
272
$126K 0.02%
3,190
+117
273
$113K 0.02%
9,393
+214
274
$103K 0.02%
2,083
+40
275
$95K 0.02%
19,744
-7,334
9 10
11
12 13