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
$1.22B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$14.6M
3
+$3.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.13M
5
PM icon
Philip Morris
PM
+$2.06M

Top Sells

1
+$16.2M
2
+$7.05M
3
+$4.6M
4
AAPL icon
Apple
AAPL
+$2.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M

Sector Composition

1 Financials 12%
2 Technology 9.75%
3 Healthcare 7.32%
4 Consumer Staples 5.27%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$345K 0.03%
16,000
277
$342K 0.03%
3,680
-20
278
$337K 0.03%
12,040
-48,818
279
$336K 0.03%
6,251
-5,668
280
$335K 0.03%
4,956
-590
281
$331K 0.03%
9,600
282
$328K 0.03%
13,335
+200
283
$326K 0.03%
2,200
284
$324K 0.03%
32,392
285
$322K 0.03%
5,365
286
$319K 0.03%
1,813
+36
287
$316K 0.03%
19,629
288
$314K 0.03%
2,118
289
$308K 0.03%
23,059
-25,008
290
$308K 0.03%
1
291
$305K 0.03%
71,900
292
$303K 0.02%
8,411
+7
293
$300K 0.02%
4,386
-351
294
$297K 0.02%
1,440
-1,550
295
$295K 0.02%
1,118
+26
296
$295K 0.02%
2,785
297
$291K 0.02%
6,650
298
$291K 0.02%
6,026
+104
299
$291K 0.02%
341,739
-3,000
300
$286K 0.02%
9,926
-1,049
10 11
12
13 14