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
326
$242K 0.02%
1,749
-829
327
$241K 0.02%
9,395
-788
328
$240K 0.02%
1,111
329
$239K 0.02%
1,004
330
$238K 0.02%
+831
331
$237K 0.02%
1,973
+39
332
$236K 0.02%
2,418
333
$236K 0.02%
+4,376
334
$236K 0.02%
+3,270
335
$229K 0.02%
934
-73
336
$229K 0.02%
2,050
337
$227K 0.02%
+4,030
338
$226K 0.02%
+1,798
339
$224K 0.02%
+1,000
340
$222K 0.02%
13,160
+208
341
$221K 0.02%
+9,250
342
$220K 0.02%
+3,178
343
$219K 0.02%
11,521
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344
$218K 0.02%
+4,620
345
$217K 0.02%
+3,671
346
$217K 0.02%
1,043
-400
347
$216K 0.02%
+4,162
348
$212K 0.02%
+5,875
349
$212K 0.02%
+4,558
350
$212K 0.02%
+1,040
12 13
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