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
351
$210K 0.03%
+4,880
352
$209K 0.03%
4,000
353
$206K 0.03%
+2,040
354
$202K 0.03%
47,500
355
$200K 0.03%
+6,621
356
$187K 0.03%
+16,617
357
$185K 0.03%
+10,323
358
$183K 0.03%
3,000
359
$182K 0.03%
+20,829
360
$174K 0.03%
+26,539
361
$173K 0.03%
13,448
-4,503
362
$171K 0.03%
+11,009
363
$165K 0.03%
+11,938
364
$157K 0.02%
+12,197
365
$156K 0.02%
+15,968
366
$155K 0.02%
94
+10
367
$153K 0.02%
+13,699
368
$148K 0.02%
18,203
-5,457
369
$139K 0.02%
50,000
370
$137K 0.02%
+15,065
371
$132K 0.02%
2,406
-70
372
$127K 0.02%
13,166
373
$123K 0.02%
15,100
374
$120K 0.02%
10,146
-439
375
$102K 0.02%
251
+25
13 14
15
16 17