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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.23%
2 Financials 11.92%
3 Technology 7.37%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.52M 0.8%
100,090
+2,841
27
$5.47M 0.79%
42,105
-445
28
$5.46M 0.79%
48,985
+57
29
$5.33M 0.77%
54,087
-2,162
30
$5.27M 0.76%
178,054
+458
31
$4.97M 0.72%
106,984
32
$4.96M 0.71%
241,246
-80,614
33
$4.87M 0.7%
68,275
+2,167
34
$4.77M 0.69%
133,410
+315
35
$4.72M 0.68%
260,458
-44,296
36
$4.72M 0.68%
57,621
-5,845
37
$4.42M 0.64%
82,253
+3,722
38
$4.38M 0.63%
78,148
+31,795
39
$4.25M 0.61%
36,423
40
$4.13M 0.6%
108,472
+7,731
41
$4.11M 0.59%
27,736
-152
42
$4.08M 0.59%
24,976
-64
43
$4.08M 0.59%
121,394
+36,257
44
$4.04M 0.58%
66,419
-5,906
45
$3.99M 0.58%
51,330
+442
46
$3.87M 0.56%
20,451
+130
47
$3.67M 0.53%
172,096
-492
48
$3.66M 0.53%
72,000
-1,100
49
$3.59M 0.52%
69,305
+6,597
50
$3.56M 0.51%
33,861
+1,158
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