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

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

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
26
$5.65M 0.87%
48,928
-522
27
$5.63M 0.86%
42,550
-1,187
28
$5.39M 0.83%
97,249
+1,281
29
$5.29M 0.81%
304,754
-8,420
30
$5.24M 0.8%
348,618
+13,080
31
$5.12M 0.78%
63,466
+585
32
$5.06M 0.77%
177,596
-6,349
33
$4.96M 0.76%
71,994
-2,938
34
$4.78M 0.73%
106,984
+55,280
35
$4.63M 0.71%
133,095
+2,055
36
$4.59M 0.7%
36,423
+4,260
37
$4.58M 0.7%
78,531
+1,200
38
$4.56M 0.7%
54,768
-10,083
39
$4.52M 0.69%
179,122
-12,900
40
$4.52M 0.69%
50,888
-129
41
$4.39M 0.67%
66,108
+265
42
$4.28M 0.66%
72,325
+3,071
43
$4.24M 0.65%
73,100
+75
44
$4.22M 0.65%
32,592
-1,501
45
$3.93M 0.6%
27,888
-1,502
46
$3.84M 0.59%
25,040
-3,038
47
$3.7M 0.57%
62,708
-8,327
48
$3.65M 0.56%
484,677
-206,166
49
$3.54M 0.54%
20,321
+210
50
$3.45M 0.53%
40,799
-5,748
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