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
$714M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.24%
3 Technology 7.62%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.64M 0.51%
32,254
+5,560
52
$3.55M 0.5%
105,825
-2,898
53
$3.48M 0.49%
18,474
+5,520
54
$3.38M 0.47%
+24,686
55
$3.34M 0.47%
18,185
+12,175
56
$2.96M 0.41%
36,242
-1,138
57
$2.96M 0.41%
59,129
+18,766
58
$2.92M 0.41%
37,277
+1,088
59
$2.9M 0.41%
40,140
+8,260
60
$2.83M 0.4%
193,930
+50,246
61
$2.81M 0.39%
128,533
+75,716
62
$2.79M 0.39%
10,520
+1,139
63
$2.77M 0.39%
93,453
+45,285
64
$2.67M 0.37%
8,133
+293
65
$2.62M 0.37%
141,569
-1,969
66
$2.61M 0.37%
16,689
+9,770
67
$2.49M 0.35%
28,801
-737
68
$2.46M 0.34%
87,313
-39,634
69
$2.46M 0.34%
98,750
-137,606
70
$2.46M 0.34%
46,779
-94
71
$2.42M 0.34%
+13,840
72
$2.41M 0.34%
14,997
+10,310
73
$2.41M 0.34%
33,270
+7,940
74
$2.33M 0.33%
19,968
+55
75
$2.32M 0.33%
30,758
+1,045
1 2
3
4 5