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
$659M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.84M
3
+$7.24M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$6.55M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.73M

Top Sells

1
+$12M
2
+$5.53M
3
+$4.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.53M
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$2.49M

Sector Composition

1 Energy 13.09%
2 Healthcare 9.88%
3 Financials 7.68%
4 Technology 6.11%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$205K 0.03%
+2,607
327
$204K 0.03%
+5,769
328
$204K 0.03%
+10,801
329
$203K 0.03%
+4,940
330
$202K 0.03%
15,315
-715
331
$201K 0.03%
+2,525
332
$200K 0.03%
+4,743
333
$189K 0.03%
+18,459
334
$189K 0.03%
25,336
-21,308
335
$184K 0.03%
+4,311
336
$180K 0.03%
+21,200
337
$164K 0.02%
+30,000
338
$162K 0.02%
+18,614
339
$162K 0.02%
+50,000
340
$159K 0.02%
17,652
+4,575
341
$152K 0.02%
+4,700
342
$149K 0.02%
+5,593
343
$149K 0.02%
+2,388
344
$143K 0.02%
9,531
+737
345
$142K 0.02%
13,759
+1,411
346
$142K 0.02%
925
+55
347
$131K 0.02%
+31,316
348
$130K 0.02%
22,421
-500
349
$124K 0.02%
10,300
-1,100
350
$123K 0.02%
27,496
12 13
14
15 16