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
376
$90K 0.01%
+18
377
$83K 0.01%
15,249
+175
378
$82K 0.01%
31,563
-5,605
379
$71K 0.01%
+10,234
380
$66K 0.01%
+15,129
381
$58K 0.01%
15,500
+500
382
$51K 0.01%
14,000
383
$43K 0.01%
+2,327
384
$41K 0.01%
10,120
+5
385
$31K ﹤0.01%
10,365
386
$0 ﹤0.01%
+50,000
387
– –
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388
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389
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390
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391
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392
– –
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393
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394
– –
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395
– –
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396
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397
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398
– –
-8,006
399
– –
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400
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-5,914
13 14 15
16
17