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
$613M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$11.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M

Top Sells

1
+$3.71M
2
+$3.5M
3
+$2.93M
4
GS icon
Goldman Sachs
GS
+$1.62M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M

Sector Composition

1 Technology 14.26%
2 Financials 13.82%
3 Healthcare 11.31%
4 Consumer Staples 7.44%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
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