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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.25%
2 Financials 11.92%
3 Technology 7.35%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$247K 0.04%
+2,138
327
$246K 0.04%
2,896
-4,548
328
$246K 0.04%
5,644
-502
329
$244K 0.04%
11,458
330
$243K 0.04%
1,783
331
$242K 0.03%
+13,080
332
$241K 0.03%
2,487
+126
333
$240K 0.03%
10,240
334
$236K 0.03%
+9,740
335
$235K 0.03%
+6,298
336
$233K 0.03%
6,937
-5,690
337
$233K 0.03%
20,168
+3,551
338
$232K 0.03%
2,697
339
$232K 0.03%
2,063
+23
340
$227K 0.03%
6,709
+617
341
$226K 0.03%
+1,972
342
$224K 0.03%
4,000
343
$224K 0.03%
4,176
344
$221K 0.03%
1,827
-785
345
$221K 0.03%
+6,491
346
$218K 0.03%
4,000
347
$216K 0.03%
2,582
-2,288
348
$216K 0.03%
+1,600
349
$215K 0.03%
+7,688
350
$213K 0.03%
21,169
+340
12 13
14
15 16