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
$714M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.27%
3 Technology 7.59%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$354K 0.05%
+7,283
277
$351K 0.05%
14,250
278
$351K 0.05%
32,771
+379
279
$348K 0.05%
7,797
+1,360
280
$344K 0.05%
20,243
+2,157
281
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+3,480
282
$342K 0.05%
1,861
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283
$340K 0.05%
7,320
284
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6,117
-2,298
285
$337K 0.05%
+966
286
$335K 0.05%
+17,315
287
$334K 0.05%
2,511
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288
$333K 0.05%
11,791
+3,262
289
$326K 0.05%
6,252
+1,001
290
$325K 0.05%
5,928
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291
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+22,982
292
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293
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294
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18,255
-4,500
295
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7,172
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296
$313K 0.04%
6,068
297
$312K 0.04%
+2,268
298
$310K 0.04%
20,120
-1,047
299
$310K 0.04%
+2,718
300
$309K 0.04%
2,016
+550
10 11
12
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