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
$677M
AUM Growth
-$616K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.65M
3
+$2.53M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.78M

Top Sells

1
+$3.52M
2
+$2.57M
3
+$2.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Financials 15.69%
2 Healthcare 11.98%
3 Technology 11.98%
4 Energy 10.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.79M 0.41%
16,930
+2,170
52
$2.78M 0.41%
20,229
-5,379
53
$2.72M 0.4%
12,559
54
$2.67M 0.39%
88,870
+59,283
55
$2.65M 0.39%
+53,385
56
$2.59M 0.38%
40,800
-15,842
57
$2.59M 0.38%
47,494
+10,534
58
$2.58M 0.38%
108,628
+25,315
59
$2.55M 0.38%
6,542
-793
60
$2.53M 0.37%
41,600
-31
61
$2.53M 0.37%
34,053
-2,450
62
$2.52M 0.37%
41,764
+462
63
$2.46M 0.36%
24,092
-1,481
64
$2.43M 0.36%
48,743
-459
65
$2.42M 0.36%
11,433
66
$2.35M 0.35%
59,448
-19,056
67
$2.31M 0.34%
122,120
-7,412
68
$2.26M 0.33%
28,102
-1,329
69
$2.19M 0.32%
163,076
+40,428
70
$2.18M 0.32%
24,323
-556
71
$2.18M 0.32%
13,013
-410
72
$2.17M 0.32%
29,492
+12
73
$2.11M 0.31%
49,500
-11,750
74
$2.09M 0.31%
24,080
+400
75
$2.08M 0.31%
36,473
-2,374
1 2
3
4 5