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
301
$58K 0.01%
60,000
+30,000
302
$54K 0.01%
10,179
+12
303
$47K 0.01%
+166
304
$46K 0.01%
10,125
305
$44K 0.01%
+13,961
306
$32K ﹤0.01%
13,971
-25,855
307
$23K ﹤0.01%
14
308
$9K ﹤0.01%
50,000
309
$6K ﹤0.01%
1,593
310
– –
-52,300
311
– –
-2,417
312
– –
-1,500
313
– –
-2,342
314
– –
-18,908
315
– –
-17,589
316
– –
-10,004
317
– –
-11,014
318
– –
-2,801
319
– –
-1,023
320
– –
-12,826
321
– –
-3,670
322
– –
-6,080
323
– –
-2,699
324
– –
-1,656
325
– –
-2,003
10 11 12
13
14