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
$1.22B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$14.6M
3
+$3.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.13M
5
PM icon
Philip Morris
PM
+$2.06M

Top Sells

1
+$16.2M
2
+$7.05M
3
+$4.6M
4
AAPL icon
Apple
AAPL
+$2.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M

Sector Composition

1 Financials 12%
2 Technology 9.75%
3 Healthcare 7.32%
4 Consumer Staples 5.27%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.96M 0.73%
122,018
-7,253
27
$8.43M 0.69%
117,872
-2,606
28
$8.41M 0.69%
221,812
-6,034
29
$8.09M 0.66%
385,851
+49,813
30
$7.27M 0.59%
71,204
+8,617
31
$7.2M 0.59%
331,600
+7,781
32
$6.84M 0.56%
747,032
+3,562
33
$6.81M 0.56%
53,578
-6,006
34
$6.55M 0.54%
24,671
-1,176
35
$6.53M 0.53%
105,323
+245
36
$6.32M 0.52%
42,632
+237
37
$6.14M 0.5%
22,483
-795
38
$6.12M 0.5%
148,378
+31,926
39
$5.99M 0.49%
101,953
+28,072
40
$5.99M 0.49%
51,089
-2,066
41
$5.96M 0.49%
77,393
+1,830
42
$5.86M 0.48%
93,277
+14,900
43
$5.81M 0.48%
15,430
-651
44
$5.59M 0.46%
52,263
-313
45
$5.58M 0.46%
121,425
-19,295
46
$5.56M 0.46%
51,880
+8,991
47
$5.41M 0.44%
120,832
-7,988
48
$5.36M 0.44%
14,273
-604
49
$4.95M 0.4%
22,615
+21
50
$4.71M 0.39%
14,958
+3,901
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