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
301
$282K 0.02%
5,402
-7
302
$282K 0.02%
2,477
+317
303
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2,368
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304
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305
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1,327
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306
$273K 0.02%
2,306
-17
307
$273K 0.02%
5,532
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308
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+1,365
309
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310
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311
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4,647
312
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18,634
313
$262K 0.02%
2,273
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314
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2,987
315
$261K 0.02%
13,015
-1,154
316
$258K 0.02%
29,328
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317
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6,463
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$254K 0.02%
668
319
$252K 0.02%
7,415
320
$250K 0.02%
5,440
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321
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9,761
322
$249K 0.02%
4,018
+160
323
$249K 0.02%
9,984
324
$246K 0.02%
1,612
+3
325
$245K 0.02%
4,831
-125
11 12
13
14 15