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

Top Buys

1
+$12.1M
2
+$4.52M
3
+$3.95M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.83M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.78M

Top Sells

1
+$3.79M
2
+$3.43M
3
+$3.37M
4
META icon
Meta Platforms (Facebook)
META
+$2.84M
5
AMLP icon
Alerian MLP ETF
AMLP
+$2.33M

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
401
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402
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405
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406
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407
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410
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411
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412
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413
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414
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415
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416
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417
$0 ﹤0.01%
+50,000
418
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-11,271
419
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-1,818
420
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-6,830
421
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-16,458
422
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-3,718
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