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
$1.22B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$14.6M
3
+$3.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.13M
5
PM icon
Philip Morris
PM
+$2.06M

Top Sells

1
+$16.2M
2
+$7.05M
3
+$4.6M
4
AAPL icon
Apple
AAPL
+$2.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M

Sector Composition

1 Financials 12%
2 Technology 9.75%
3 Healthcare 7.32%
4 Consumer Staples 5.27%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.58M 0.37%
66,384
-10,500
52
$4.45M 0.36%
83,804
+5,116
53
$4.45M 0.36%
271,054
-12,989
54
$4.43M 0.36%
411,764
-28,062
55
$4.33M 0.35%
55,199
-1,349
56
$4.3M 0.35%
21,936
-2,894
57
$4.29M 0.35%
77,274
-8,666
58
$4.25M 0.35%
142,047
+4,883
59
$4.18M 0.34%
145,718
-14,469
60
$4.17M 0.34%
86,790
+9,990
61
$4.04M 0.33%
109,818
+20,847
62
$3.98M 0.33%
45,400
63
$3.86M 0.32%
27,266
-423
64
$3.83M 0.31%
237,145
+2,758
65
$3.83M 0.31%
11
66
$3.77M 0.31%
10,765
+1,202
67
$3.77M 0.31%
25,768
-940
68
$3.58M 0.29%
42,447
+19,795
69
$3.57M 0.29%
+16,491
70
$3.55M 0.29%
15,658
+2,298
71
$3.51M 0.29%
19,874
-67
72
$3.5M 0.29%
16,335
+182
73
$3.41M 0.28%
37,075
-468
74
$3.37M 0.28%
71,518
-84
75
$3.32M 0.27%
9,308
+109
1 2
3
4 5