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
$659M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$7.84M
3
+$7.24M
4
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$6.55M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.73M

Top Sells

1
+$12M
2
+$5.53M
3
+$4.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.53M
5
HTZ
Hertz Global Holdings, Inc.
HTZ
+$2.49M

Sector Composition

1 Energy 13.09%
2 Healthcare 9.88%
3 Financials 7.68%
4 Technology 6.11%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.11M 0.47%
29,234
-6,033
52
$3.09M 0.47%
97,333
-71,525
53
$3.05M 0.46%
98,645
-1,880
54
$3.01M 0.46%
79,730
-1,541
55
$2.96M 0.45%
20,084
56
$2.94M 0.45%
+50,256
57
$2.94M 0.45%
55,789
+4,662
58
$2.92M 0.44%
95,383
+21,376
59
$2.88M 0.44%
50,744
-1,662
60
$2.83M 0.43%
186,722
-365,692
61
$2.78M 0.42%
15,940
-200
62
$2.74M 0.42%
+176,136
63
$2.72M 0.41%
192,846
-250,350
64
$2.68M 0.41%
222,231
-15,212
65
$2.68M 0.41%
31,247
-9,382
66
$2.65M 0.4%
12,185
-55
67
$2.62M 0.4%
378,056
-83,968
68
$2.57M 0.39%
22,058
-1,086
69
$2.55M 0.39%
19,367
-4,404
70
$2.54M 0.39%
+47,964
71
$2.49M 0.38%
+39,000
72
$2.44M 0.37%
16,074
-648
73
$2.44M 0.37%
28,240
-624
74
$2.43M 0.37%
91,608
-3,000
75
$2.42M 0.37%
20,600
-3,301
1 2
3
4 5