FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$659M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.69M
3
+$7.31M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$6.55M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.73M

Top Sells

1
+$11.7M
2
+$5.59M
3
+$4.71M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.53M
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$2.49M

Sector Composition

1 Energy 13.09%
2 Healthcare 9.88%
3 Financials 7.68%
4 Technology 6.09%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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389
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390
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391
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