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
$613M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$11.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M

Top Sells

1
+$3.71M
2
+$3.5M
3
+$2.93M
4
GS icon
Goldman Sachs
GS
+$1.62M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M

Sector Composition

1 Technology 14.26%
2 Financials 13.82%
3 Healthcare 11.31%
4 Consumer Staples 7.44%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.16M 0.35%
38,446
+7,215
77
$2.12M 0.35%
12,759
+3,130
78
$2.12M 0.35%
14,698
+10,928
79
$2.11M 0.34%
28,686
+4,736
80
$1.99M 0.33%
53,700
+4,200
81
$1.98M 0.32%
11,433
82
$1.97M 0.32%
7,626
+2,607
83
$1.94M 0.32%
62,727
+14,685
84
$1.93M 0.31%
71,602
+18,373
85
$1.9M 0.31%
7
+2
86
$1.83M 0.3%
27,623
+5,143
87
$1.81M 0.29%
+43,900
88
$1.77M 0.29%
18,991
+4,496
89
$1.75M 0.28%
21,165
+7,446
90
$1.74M 0.28%
42,393
-4,037
91
$1.58M 0.26%
302,720
+113,546
92
$1.57M 0.26%
6,300
+766
93
$1.55M 0.25%
25,700
+11,324
94
$1.5M 0.25%
10,084
+1,469
95
$1.49M 0.24%
151,750
-45,000
96
$1.47M 0.24%
20,036
+109
97
$1.43M 0.23%
+28,200
98
$1.39M 0.23%
16,187
+1,845
99
$1.39M 0.23%
34,805
+8,946
100
$1.38M 0.23%
27,725
-8,434
2 3
4
5 6