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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.23%
2 Financials 11.92%
3 Technology 7.37%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.37M 0.34%
90,939
+1,149
77
$2.37M 0.34%
47,683
-1,722
78
$2.33M 0.34%
16,708
+1,402
79
$2.32M 0.33%
31,235
-142
80
$2.32M 0.33%
154,140
-342,149
81
$2.31M 0.33%
36,323
-319
82
$2.24M 0.32%
18,412
-1,356
83
$2.22M 0.32%
142,590
-206,028
84
$2.2M 0.32%
30,243
+255
85
$2.2M 0.32%
28,561
+199
86
$2.17M 0.31%
302,625
+10,000
87
$2.16M 0.31%
20,456
-56,447
88
$2.08M 0.3%
26,052
-1,901
89
$2.04M 0.29%
14,402
+3,102
90
$1.95M 0.28%
13,780
91
$1.93M 0.28%
7,590
+389
92
$1.92M 0.28%
7
93
$1.92M 0.28%
21,633
+501
94
$1.91M 0.28%
34,790
+2,222
95
$1.88M 0.27%
7,936
+394
96
$1.88M 0.27%
22,760
+835
97
$1.85M 0.27%
224,128
-12,448
98
$1.81M 0.26%
108,024
-7,108
99
$1.79M 0.26%
89,406
+8,974
100
$1.74M 0.25%
11,416
-877
2 3
4
5 6