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
$1.22B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$14.6M
3
+$3.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.13M
5
PM icon
Philip Morris
PM
+$2.06M

Top Sells

1
+$16.2M
2
+$7.05M
3
+$4.6M
4
AAPL icon
Apple
AAPL
+$2.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M

Sector Composition

1 Financials 12%
2 Technology 9.75%
3 Healthcare 7.32%
4 Consumer Staples 5.27%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.3M 0.27%
14,838
+380
77
$3.29M 0.27%
39,677
+24,829
78
$3.01M 0.25%
9,151
+2,053
79
$2.93M 0.24%
137,952
-2,454
80
$2.92M 0.24%
53,700
81
$2.83M 0.23%
13,568
-115
82
$2.79M 0.23%
56,001
-27,987
83
$2.76M 0.23%
67,093
+3,423
84
$2.7M 0.22%
61,318
-1,389
85
$2.69M 0.22%
43,722
+208
86
$2.64M 0.22%
64,497
+37,495
87
$2.59M 0.21%
106,100
+10,000
88
$2.56M 0.21%
15,960
-232
89
$2.54M 0.21%
116,795
+19,130
90
$2.52M 0.21%
11,783
+164
91
$2.5M 0.2%
11,126
+2,600
92
$2.45M 0.2%
68,103
-2,439
93
$2.38M 0.2%
42,828
+8
94
$2.38M 0.2%
11,243
-5,121
95
$2.38M 0.19%
19,746
+1,870
96
$2.16M 0.18%
5,776
-157
97
$2.15M 0.18%
39,120
+1,102
98
$2.13M 0.17%
+13,478
99
$2.08M 0.17%
22,082
+279
100
$2.08M 0.17%
11,423
2 3
4
5 6