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
$623M
AUM Growth
-$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4M
3
+$2.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.35M
5
WPP icon
WPP
WPP
+$1.47M

Top Sells

1
+$12.4M
2
+$5.2M
3
+$4.29M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$3.99M
5
DIS icon
Walt Disney
DIS
+$3.14M

Sector Composition

1 Financials 12.53%
2 Healthcare 11.27%
3 Technology 7.5%
4 Energy 6.73%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$288K 0.05%
4,619
-929
277
$286K 0.05%
7,742
-1,307
278
$285K 0.05%
6,333
279
$283K 0.05%
2,064
-57
280
$275K 0.04%
7,320
-3,300
281
$274K 0.04%
+2,394
282
$274K 0.04%
+2,289
283
$270K 0.04%
5,251
+465
284
$267K 0.04%
2,476
-11
285
$267K 0.04%
6,595
+28
286
$267K 0.04%
+5,953
287
$264K 0.04%
+5,494
288
$264K 0.04%
4,000
289
$263K 0.04%
27,117
-10,533
290
$262K 0.04%
25,777
+7,787
291
$261K 0.04%
+1,818
292
$260K 0.04%
3,380
-862
293
$258K 0.04%
+4,353
294
$257K 0.04%
8,529
-3,154
295
$254K 0.04%
8,900
-14,300
296
$253K 0.04%
22,648
+2,480
297
$253K 0.04%
1,243
-1,089
298
$251K 0.04%
8,288
+600
299
$250K 0.04%
+8,006
300
$245K 0.04%
+5,914
10 11
12
13 14