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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$336K 0.05%
+1,384
277
$334K 0.05%
3,500
278
$330K 0.05%
5,080
279
$328K 0.05%
2,277
280
$327K 0.05%
11,629
+47
281
$323K 0.05%
2,555
-250
282
$322K 0.05%
10,218
-677
283
$321K 0.05%
13,424
-1,052
284
$319K 0.05%
6,068
285
$316K 0.05%
318
286
$315K 0.05%
2,612
-9,905
287
$312K 0.05%
2,600
+100
288
$311K 0.05%
+10,240
289
$302K 0.05%
6,787
+1,524
290
$299K 0.05%
14,060
+2,495
291
$297K 0.05%
3,974
292
$297K 0.05%
4,410
-33
293
$295K 0.05%
7,572
+868
294
$294K 0.05%
3,538
295
$294K 0.05%
17,145
-750
296
$292K 0.04%
+10,162
297
$291K 0.04%
20,130
-7,168
298
$291K 0.04%
+8,200
299
$290K 0.04%
5,388
-947
300
$289K 0.04%
15,894
+108
10 11
12
13 14