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
$531M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$97.9M
2
+$66.2M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.3M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$14.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 22.87%
2 Consumer Staples 16.26%
3 Consumer Discretionary 2.78%
4 Technology 2.52%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.32%
+66,085
52
$1.67M 0.32%
+121,396
53
$1.64M 0.31%
+75,693
54
$1.59M 0.3%
+70,185
55
$1.58M 0.3%
+193,692
56
$1.56M 0.29%
+24,871
57
$1.55M 0.29%
+12,825
58
$1.53M 0.29%
+38,804
59
$1.5M 0.28%
+22,700
60
$1.46M 0.28%
+22,272
61
$1.45M 0.27%
+106,614
62
$1.44M 0.27%
+35,935
63
$1.39M 0.26%
+9,245
64
$1.38M 0.26%
+38,151
65
$1.37M 0.26%
+11,485
66
$1.37M 0.26%
+14,452
67
$1.32M 0.25%
+14,281
68
$1.31M 0.25%
+61,100
69
$1.22M 0.23%
+129,160
70
$1.22M 0.23%
+25,263
71
$1.22M 0.23%
+46,146
72
$1.17M 0.22%
+9,559
73
$1.13M 0.21%
+24,211
74
$1.12M 0.21%
+18,439
75
$1.12M 0.21%
+14,765
1 2
3
4 5