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
$714M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.24%
3 Technology 7.62%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.31M 0.32%
53,955
-4,226
77
$2.29M 0.32%
24,057
+373
78
$2.27M 0.32%
32,526
+11,138
79
$2.23M 0.31%
114,752
+29,343
80
$2.19M 0.31%
30,546
+693
81
$2.18M 0.31%
133,467
+12,045
82
$2.17M 0.3%
16,752
-643
83
$2.16M 0.3%
21,124
-125
84
$2.15M 0.3%
23,624
-694
85
$2.14M 0.3%
36,673
+8,316
86
$2.05M 0.29%
21,685
+2,871
87
$2.04M 0.29%
32,334
+5,842
88
$2.01M 0.28%
22,949
+17,520
89
$2M 0.28%
25,954
-3,148
90
$1.98M 0.28%
38,063
-719
91
$1.98M 0.28%
33,314
+8,655
92
$1.96M 0.27%
7,775
+209
93
$1.95M 0.27%
9,016
+1,731
94
$1.92M 0.27%
20,043
+5,327
95
$1.9M 0.27%
42,396
+9,643
96
$1.84M 0.26%
39,280
-43,583
97
$1.8M 0.25%
15,515
+9,215
98
$1.8M 0.25%
201,168
-3,800
99
$1.79M 0.25%
53,202
+4,109
100
$1.79M 0.25%
5,286
+3,356
2 3
4
5 6