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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$254K 0.04%
2,000
327
$254K 0.04%
4,863
-4,862
328
$251K 0.04%
+10,233
329
$250K 0.04%
3,692
+476
330
$248K 0.04%
6,521
+51
331
$246K 0.04%
1,620
332
$243K 0.04%
1,500
-35
333
$241K 0.04%
11,458
334
$240K 0.04%
20,581
-6,773
335
$239K 0.04%
3,258
+1
336
$239K 0.04%
3,678
-43
337
$236K 0.04%
6,333
338
$236K 0.04%
+2,268
339
$234K 0.04%
+6,146
340
$233K 0.04%
2,470
-5,000
341
$231K 0.04%
8,335
-3,274
342
$229K 0.04%
6,877
343
$228K 0.03%
1,783
344
$223K 0.03%
6,092
+2,435
345
$219K 0.03%
3,430
-2,194
346
$217K 0.03%
4,176
347
$216K 0.03%
4,000
348
$214K 0.03%
2,361
+58
349
$213K 0.03%
6,104
+135
350
$210K 0.03%
2,697
+232
12 13
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