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
$613M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$11.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M

Top Sells

1
+$3.71M
2
+$3.5M
3
+$2.93M
4
GS icon
Goldman Sachs
GS
+$1.62M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M

Sector Composition

1 Technology 14.26%
2 Financials 13.82%
3 Healthcare 11.31%
4 Consumer Staples 7.44%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.12M 1%
280,232
+138,195
27
$6.06M 0.99%
21,380
+3,672
28
$6.01M 0.98%
21,077
+1,048
29
$5.89M 0.96%
121,030
+7,546
30
$5.65M 0.92%
165,565
+127,171
31
$5.59M 0.91%
166,188
+131,077
32
$5.55M 0.91%
232,014
+183,007
33
$5.49M 0.9%
98,488
+38,251
34
$5.03M 0.82%
52,049
-12,747
35
$4.95M 0.81%
19,167
-5,793
36
$4.91M 0.8%
26,278
+8,077
37
$4.82M 0.79%
40,142
+9,790
38
$4.8M 0.78%
111,113
-80,908
39
$4.76M 0.78%
732,606
+10,501
40
$4.74M 0.77%
87,490
+26,132
41
$4.72M 0.77%
162,585
+121,832
42
$4.65M 0.76%
51,564
+37,129
43
$4.34M 0.71%
150,945
+10,315
44
$4.31M 0.7%
17,843
+3,611
45
$4.29M 0.7%
25,704
+16,009
46
$4.26M 0.7%
+31,545
47
$3.71M 0.61%
79,945
-63,147
48
$3.65M 0.6%
14,885
+8,956
49
$3.55M 0.58%
56,334
+105
50
$3.47M 0.57%
58,531
+40,834
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