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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.43M 0.52%
172,588
-40,881
52
$3.4M 0.52%
100,741
+3,267
53
$3.29M 0.5%
41,195
-5,396
54
$3.19M 0.49%
18,314
-1,892
55
$3.18M 0.49%
108,754
+13,490
56
$3.07M 0.47%
32,703
+8,225
57
$3.06M 0.47%
111,116
-32,564
58
$3M 0.46%
110,978
-33,456
59
$2.98M 0.46%
133,428
+2,220
60
$2.93M 0.45%
76,045
+2,436
61
$2.88M 0.44%
34,244
-5,842
62
$2.87M 0.44%
89,938
-1,152
63
$2.77M 0.42%
46,353
+10,766
64
$2.75M 0.42%
17,227
+1,501
65
$2.67M 0.41%
85,137
-18,881
66
$2.62M 0.4%
49,405
-2,680
67
$2.56M 0.39%
28,052
+1,043
68
$2.55M 0.39%
10,459
+10
69
$2.54M 0.39%
46,063
-1,457
70
$2.49M 0.38%
27,017
-7,638
71
$2.48M 0.38%
16,188
-427
72
$2.47M 0.38%
+54,300
73
$2.44M 0.37%
26,218
-5,890
74
$2.42M 0.37%
20,488
-393
75
$2.33M 0.36%
19,768
-3,509
1 2
3
4 5