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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.32M 0.36%
94,531
+25,874
77
$2.27M 0.35%
89,790
-1,269
78
$2.22M 0.34%
29,988
-200
79
$2.22M 0.34%
36,244
+1
80
$2.2M 0.34%
31,377
+240
81
$2.19M 0.34%
292,625
82
$2.17M 0.33%
27,953
-559
83
$2.12M 0.32%
28,362
-657
84
$2.08M 0.32%
18,176
+266
85
$2.05M 0.31%
21,925
-275
86
$2.04M 0.31%
36,642
-284
87
$1.95M 0.3%
15,306
-690
88
$1.92M 0.29%
115,494
-12,303
89
$1.87M 0.29%
236,576
-48,392
90
$1.83M 0.28%
115,132
-2,266
91
$1.79M 0.27%
12,293
-2,139
92
$1.78M 0.27%
7
93
$1.75M 0.27%
39,118
-2,892
94
$1.73M 0.27%
32,568
+768
95
$1.71M 0.26%
35,700
-3,800
96
$1.7M 0.26%
47,118
-13,494
97
$1.67M 0.26%
13,780
98
$1.67M 0.26%
7,542
-103
99
$1.61M 0.25%
80,432
+1,215
100
$1.57M 0.24%
11,300
2 3
4
5 6