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
$1.22B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$14.6M
3
+$3.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.13M
5
PM icon
Philip Morris
PM
+$2.06M

Top Sells

1
+$16.2M
2
+$7.05M
3
+$4.6M
4
AAPL icon
Apple
AAPL
+$2.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M

Sector Composition

1 Financials 12%
2 Technology 9.75%
3 Healthcare 7.32%
4 Consumer Staples 5.27%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$430K 0.04%
5,677
+5
252
$425K 0.03%
5,652
+20
253
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254
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256
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78,333
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257
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258
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259
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260
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261
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264
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265
$386K 0.03%
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266
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267
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270
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60,672
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271
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750
272
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273
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7,102
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274
$356K 0.03%
3,667
-3,228
275
$347K 0.03%
3,636
-106
9 10
11
12 13