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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.25%
2 Financials 11.92%
3 Technology 7.35%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$339K 0.05%
11,683
+54
277
$339K 0.05%
4,410
278
$337K 0.05%
31,922
+15,954
279
$337K 0.05%
9,230
+2,002
280
$336K 0.05%
6,068
281
$336K 0.05%
+2,696
282
$328K 0.05%
21,292
+1,162
283
$328K 0.05%
12,383
-14,098
284
$322K 0.05%
5,313
285
$322K 0.05%
19,175
-1,600
286
$320K 0.05%
3,353
-247
287
$320K 0.05%
32,392
-13,407
288
$313K 0.05%
2,555
289
$312K 0.04%
4,242
+550
290
$308K 0.04%
2,265
+220
291
$307K 0.04%
9,049
-1,169
292
$306K 0.04%
37,650
-2,584
293
$304K 0.04%
3,539
+1
294
$300K 0.04%
14,060
295
$299K 0.04%
+7,605
296
$295K 0.04%
7,674
+102
297
$294K 0.04%
2,416
+168
298
$292K 0.04%
52,230
+25,691
299
$286K 0.04%
6,333
300
$286K 0.04%
1,700
+200
10 11
12
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