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
$659M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.84M
3
+$7.24M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$6.55M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.73M

Top Sells

1
+$12M
2
+$5.53M
3
+$4.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.53M
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$2.49M

Sector Composition

1 Energy 13.09%
2 Healthcare 9.88%
3 Financials 7.68%
4 Technology 6.11%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$306K 0.05%
7,796
+844
277
$301K 0.05%
+961
278
$300K 0.05%
5,664
-344
279
$299K 0.05%
8,092
-4,230
280
$296K 0.04%
30,060
-12,750
281
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282
$294K 0.04%
3,330
+200
283
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2,500
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284
$283K 0.04%
9,264
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285
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17,312
-3,417
286
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+2,899
287
$280K 0.04%
25,400
-1,500
288
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7,125
-2,500
289
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3,629
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290
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291
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292
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+18,845
293
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+2,726
294
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+35,000
295
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26,800
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296
$269K 0.04%
7,532
+4,125
297
$263K 0.04%
+11,100
298
$262K 0.04%
2,270
299
$261K 0.04%
+4,846
300
$261K 0.04%
4,174
10 11
12
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