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

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.24%
3 Technology 7.62%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.2M 0.73%
51,789
+26,871
27
$5.2M 0.73%
47,652
+12,291
28
$5.09M 0.71%
104,086
+78,218
29
$4.9M 0.69%
77,165
+8,550
30
$4.86M 0.68%
73,081
+4,118
31
$4.82M 0.68%
57,874
+19,116
32
$4.8M 0.67%
127,870
+10,605
33
$4.73M 0.66%
134,802
+66,421
34
$4.68M 0.66%
36,397
+18,725
35
$4.61M 0.65%
156,238
-130,186
36
$4.61M 0.64%
35,934
+2,734
37
$4.6M 0.64%
170,789
+74,990
38
$4.59M 0.64%
22,247
+9,339
39
$4.54M 0.64%
237,196
+498
40
$4.45M 0.62%
84,847
-248
41
$4.43M 0.62%
238,074
+3,252
42
$4.26M 0.6%
23,878
+13,393
43
$4.22M 0.59%
56,567
+14,276
44
$4.13M 0.58%
150,594
-8,254
45
$4.11M 0.58%
34,337
-18
46
$4M 0.56%
170,131
+7,885
47
$3.97M 0.56%
150,928
-7,314
48
$3.84M 0.54%
66,250
-1,250
49
$3.82M 0.54%
65,871
+16,526
50
$3.81M 0.53%
25,115
+2,827
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