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
301
$309K 0.04%
3,995
-7,570
302
$307K 0.04%
+2,519
303
$307K 0.04%
+2,951
304
$305K 0.04%
+2,337
305
$302K 0.04%
7,853
+2,515
306
$302K 0.04%
+16,750
307
$296K 0.04%
+1,550
308
$295K 0.04%
15,873
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309
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+8,403
310
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311
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312
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+5,418
313
$278K 0.04%
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-17
314
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4,455
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315
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316
$271K 0.04%
6,772
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317
$267K 0.04%
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318
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319
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320
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10,876
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321
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322
$263K 0.04%
+4,064
323
$261K 0.04%
18,667
324
$259K 0.04%
2,464
-12
325
$248K 0.03%
+6,568
11 12
13
14 15