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
$677M
AUM Growth
-$616K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.65M
3
+$2.53M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.78M

Top Sells

1
+$3.52M
2
+$2.57M
3
+$2.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Financials 15.69%
2 Healthcare 11.98%
3 Technology 11.98%
4 Energy 10.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2M 0.3%
13,500
-13
77
$1.94M 0.29%
56,873
+156
78
$1.93M 0.29%
63,754
-4,687
79
$1.89M 0.28%
12,768
-380
80
$1.86M 0.28%
29,569
-119
81
$1.83M 0.27%
8,439
-718
82
$1.76M 0.26%
110,712
-5,590
83
$1.76M 0.26%
15,432
+3,990
84
$1.71M 0.25%
29,380
+808
85
$1.7M 0.25%
+28,637
86
$1.65M 0.24%
5,572
-1,496
87
$1.64M 0.24%
14,912
-6,597
88
$1.64M 0.24%
19,093
+241
89
$1.61M 0.24%
15,037
+280
90
$1.58M 0.23%
41,569
-196
91
$1.57M 0.23%
26,099
92
$1.55M 0.23%
9,569
+2
93
$1.54M 0.23%
43,724
94
$1.54M 0.23%
146,248
-5,376
95
$1.52M 0.22%
20,067
-432
96
$1.51M 0.22%
12,808
+1
97
$1.5M 0.22%
59,644
-2,766
98
$1.45M 0.21%
11,311
-549
99
$1.44M 0.21%
32,330
-1,142
100
$1.43M 0.21%
6,921
+50
2 3
4
5 6