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
$531M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$97.9M
2
+$66.2M
3
+$17.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$14.3M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$14.3M

Top Sells

No sells this quarter

Sector Composition

1 Energy 22.87%
2 Consumer Staples 16.26%
3 Consumer Discretionary 2.78%
4 Technology 2.52%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.11M 0.21%
+17,050
77
$1.1M 0.21%
+28,110
78
$1.1M 0.21%
+58,606
79
$1.09M 0.21%
+36,937
80
$1.09M 0.21%
+10,646
81
$1.07M 0.2%
+17,028
82
$1.06M 0.2%
+19,450
83
$1.06M 0.2%
+25,060
84
$1.05M 0.2%
+9,840
85
$1.03M 0.19%
+9,285
86
$1.02M 0.19%
+13,232
87
$1.01M 0.19%
+6,351
88
$1.01M 0.19%
+24,495
89
$1M 0.19%
+17,035
90
$965K 0.18%
+75,180
91
$922K 0.17%
+40,078
92
$904K 0.17%
+18,152
93
$868K 0.16%
+23,914
94
$838K 0.16%
+22,730
95
$837K 0.16%
+38,050
96
$834K 0.16%
+17,856
97
$818K 0.15%
+30,800
98
$815K 0.15%
+9,538
99
$796K 0.15%
+7,226
100
$790K 0.15%
+8,579
2 3
4
5 6