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
$677M
AUM Growth
-$616K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.65M
3
+$2.53M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.78M

Top Sells

1
+$3.52M
2
+$2.57M
3
+$2.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Financials 15.69%
2 Healthcare 11.98%
3 Technology 11.98%
4 Energy 10.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.25M 0.92%
26,926
-5,412
27
$6.11M 0.9%
21,223
-1,099
28
$5.8M 0.86%
95,240
-80
29
$5.68M 0.84%
147,015
+3,690
30
$5.5M 0.81%
40,150
-812
31
$5.17M 0.76%
55,095
-693
32
$5.16M 0.76%
73,062
+7,003
33
$4.97M 0.73%
45,736
+1,850
34
$4.82M 0.71%
95,571
+25,012
35
$4.71M 0.7%
26,451
-1,857
36
$4.68M 0.69%
53,960
-180
37
$4.58M 0.68%
12,026
-451
38
$4.4M 0.65%
85,450
-13,641
39
$4.36M 0.64%
266,880
+71,000
40
$4.3M 0.64%
63,131
+1,034
41
$4.11M 0.61%
61,532
-7,020
42
$4.08M 0.6%
26,984
-67
43
$3.87M 0.57%
14,252
+25
44
$3.76M 0.56%
318,054
+213,756
45
$3.68M 0.54%
19,525
+17,155
46
$3.65M 0.54%
142,593
+4,798
47
$3.63M 0.54%
54,549
+4,014
48
$3.23M 0.48%
15,021
+353
49
$3M 0.44%
38,598
-6,605
50
$2.81M 0.42%
82,977
+53,769
1
2
3 4 5