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
$714M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.27%
3 Technology 7.59%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$218K 0.03%
+13,263
352
$216K 0.03%
4,572
-10,000
353
$214K 0.03%
2,486
+70
354
$211K 0.03%
12,033
+1,700
355
$211K 0.03%
+4,176
356
$210K 0.03%
+4,833
357
$209K 0.03%
19,692
-5,343
358
$207K 0.03%
+1,526
359
$206K 0.03%
+1,910
360
$204K 0.03%
+7,028
361
$203K 0.03%
+8,110
362
$203K 0.03%
3,100
363
$195K 0.03%
13,216
+50
364
$193K 0.03%
5,534
365
$182K 0.03%
+3,040
366
$174K 0.02%
42,660
-1,500
367
$164K 0.02%
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368
$163K 0.02%
11,440
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369
$159K 0.02%
11,938
370
$147K 0.02%
32,446
-7,432
371
$118K 0.02%
1,883
-450
372
$115K 0.02%
+10,000
373
$112K 0.02%
+39,478
374
$104K 0.01%
172
+60
375
$97K 0.01%
5,508
-1,225
13 14
15
16 17