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
$531M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$97.9M
2
+$66.2M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.3M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$14.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 22.87%
2 Consumer Staples 16.26%
3 Consumer Discretionary 2.78%
4 Technology 2.52%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.72%
+30,497
27
$3.61M 0.68%
+30,197
28
$3.57M 0.67%
+33,704
29
$3.48M 0.66%
+43,799
30
$3.46M 0.65%
+103,484
31
$3.12M 0.59%
+160,336
32
$3.09M 0.58%
+118,104
33
$3.07M 0.58%
+29,371
34
$2.8M 0.53%
+156,284
35
$2.74M 0.52%
+64,723
36
$2.72M 0.51%
+23,517
37
$2.54M 0.48%
+36,725
38
$2.49M 0.47%
+26,543
39
$2.45M 0.46%
+56,916
40
$2.41M 0.45%
+87,164
41
$2.3M 0.43%
+20,506
42
$2.29M 0.43%
+155,595
43
$2.1M 0.4%
+158,184
44
$2.05M 0.39%
+39,042
45
$1.97M 0.37%
+88,977
46
$1.79M 0.34%
+24,038
47
$1.78M 0.33%
+114,584
48
$1.76M 0.33%
+26,254
49
$1.74M 0.33%
+60,200
50
$1.69M 0.32%
+114,791
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