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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.23%
2 Financials 11.92%
3 Technology 7.37%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.44M 0.5%
122,645
-119,591
52
$3.36M 0.48%
39,650
-1,149
53
$3.27M 0.47%
136,098
+2,670
54
$3.2M 0.46%
40,143
-1,052
55
$3.19M 0.46%
18,200
-114
56
$3.04M 0.44%
26,192
-6,400
57
$3.02M 0.43%
89,035
-903
58
$2.85M 0.41%
59,540
+5,240
59
$2.85M 0.41%
17,360
+133
60
$2.8M 0.4%
113,255
+99,600
61
$2.8M 0.4%
29,271
+1,219
62
$2.78M 0.4%
69,499
-6,546
63
$2.76M 0.4%
144,648
-192,961
64
$2.69M 0.39%
+86,472
65
$2.67M 0.38%
32,155
-22,613
66
$2.67M 0.38%
10,537
+78
67
$2.66M 0.38%
31,336
-2,908
68
$2.65M 0.38%
16,884
+696
69
$2.57M 0.37%
42,016
+5,772
70
$2.54M 0.37%
27,138
+121
71
$2.52M 0.36%
84,606
-24,148
72
$2.5M 0.36%
21,444
+3,268
73
$2.48M 0.36%
99,962
+5,431
74
$2.42M 0.35%
25,787
-431
75
$2.4M 0.35%
20,063
-425
1 2
3
4 5