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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-20,647
427
-8,272