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
$677M
AUM Growth
-$616K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.65M
3
+$2.53M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.78M

Top Sells

1
+$3.52M
2
+$2.57M
3
+$2.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Financials 15.69%
2 Healthcare 11.98%
3 Technology 11.98%
4 Energy 10.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$217K 0.03%
+5,383
277
$215K 0.03%
1,577
+11
278
$211K 0.03%
2,650
-2,000
279
$209K 0.03%
8,375
-4,823
280
$205K 0.03%
10,000
281
$204K 0.03%
+2,208
282
$204K 0.03%
+2,567
283
$201K 0.03%
+7,675
284
$201K 0.03%
16,856
285
$200K 0.03%
8,324
+986
286
$200K 0.03%
+10,674
287
$194K 0.03%
20,236
-2,781
288
$164K 0.02%
10,825
-523
289
$163K 0.02%
67
+28
290
$156K 0.02%
11,938
291
$155K 0.02%
13,660
-200
292
$136K 0.02%
44,937
+3,000
293
$132K 0.02%
2,113
-100
294
$119K 0.02%
18
295
$114K 0.02%
+10,707
296
$90K 0.01%
27,099
297
$83K 0.01%
16,332
298
$82K 0.01%
+63,718
299
$81K 0.01%
16,161
-430
300
$69K 0.01%
+19,160
10 11
12
13 14