FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
1-Year Return
6.29%
This Quarter Return
+3.35%
1 Year Return
+6.29%
3 Year Return
+42.9%
5 Year Return
+78.39%
10 Year Return
–
AUM
$625M
AUM Growth
-$570M
(-48%)
Cap. Flow
-$595M
Cap. Flow
% of AUM
-95.27%
Top 10 Holdings %
Top 10 Hldgs %
29.16%
Holding
376
New
28
Increased
105
Reduced
141
Closed
44
Top Buys
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$4.58M |
| 2 |
Invesco Preferred ETF
PGX
|
$4M |
| 3 |
HTZ
Hertz Global Holdings, Inc.
HTZ
|
$2.49M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$2.38M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$2.3M |
Top Sells
Sector Composition
| 1 | Energy | 13.16% |
| 2 | Healthcare | 9.94% |
| 3 | Financials | 7.33% |
| 4 | Technology | 6.07% |
| 5 | Consumer Staples | 5.78% |
