FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
1-Year Return
6.29%
This Quarter Return
-9.46%
1 Year Return
+6.29%
3 Year Return
+42.9%
5 Year Return
+78.39%
10 Year Return
–
AUM
$633M
AUM Growth
-$16.7M
(-2.6%)
Cap. Flow
+$54.2M
Cap. Flow
% of AUM
8.56%
Top 10 Holdings %
Top 10 Hldgs %
30.28%
Holding
376
New
32
Increased
192
Reduced
93
Closed
32
Top Buys
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$9.89M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$5.19M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$3.74M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$3.53M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.04M |
Sector Composition
| 1 | Energy | 13.31% |
| 2 | Healthcare | 11.68% |
| 3 | Financials | 7.21% |
| 4 | Technology | 6.48% |
| 5 | Consumer Discretionary | 4.55% |
