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
351
$208K 0.02%
+1,525
352
$207K 0.02%
+5,201
353
$207K 0.02%
+3,055
354
$206K 0.02%
16,778
355
$205K 0.02%
+2,994
356
$203K 0.02%
6,542
-716
357
$201K 0.02%
+1,361
358
$201K 0.02%
+6,140
359
$201K 0.02%
4,607
-19,318
360
$190K 0.02%
27,099
361
$175K 0.01%
+10,578
362
$170K 0.01%
40,081
363
$157K 0.01%
11,000
-6,917
364
$141K 0.01%
10,328
-679
365
$128K 0.01%
14,185
366
$123K 0.01%
70,000
367
$122K 0.01%
31,315
368
$117K 0.01%
1,841
-215
369
$90K 0.01%
11,388
370
$45K ﹤0.01%
10,024
371
$29K ﹤0.01%
+10,000
372
$23K ﹤0.01%
15,570
373
$20K ﹤0.01%
333
374
$3K ﹤0.01%
+208
375
– –
-1,814
12 13 14
15
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