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
$613M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$11.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M

Top Sells

1
+$3.71M
2
+$3.5M
3
+$2.93M
4
GS icon
Goldman Sachs
GS
+$1.62M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M

Sector Composition

1 Technology 14.26%
2 Financials 13.82%
3 Healthcare 11.31%
4 Consumer Staples 7.44%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.47M 0.57%
78,410
+25,699
52
$3.46M 0.56%
28,452
+10,020
53
$3.34M 0.54%
87,910
+32,246
54
$3.32M 0.54%
212,400
-44,000
55
$3.29M 0.54%
208,720
+133,317
56
$3.19M 0.52%
77,551
+51,752
57
$3.18M 0.52%
59,156
+11,910
58
$3.12M 0.51%
27,288
+786
59
$3.02M 0.49%
54,874
+31,647
60
$2.74M 0.45%
17,341
+12,741
61
$2.74M 0.45%
212,946
+114,836
62
$2.73M 0.45%
35,845
+27,514
63
$2.64M 0.43%
23,106
+5,847
64
$2.63M 0.43%
12,098
+8,500
65
$2.63M 0.43%
15,904
-4,731
66
$2.63M 0.43%
53,927
+50,858
67
$2.58M 0.42%
64,984
-19,753
68
$2.53M 0.41%
33,782
+3,106
69
$2.44M 0.4%
17,202
+645
70
$2.43M 0.4%
7,157
+1,125
71
$2.33M 0.38%
81,324
+3,121
72
$2.33M 0.38%
277,144
+205,430
73
$2.32M 0.38%
61,158
+6,786
74
$2.3M 0.38%
76,007
+66,587
75
$2.21M 0.36%
30,150
+15,687
1 2
3
4 5