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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.56M 0.24%
35,490
-3,226
102
$1.56M 0.24%
13,783
-2,816
103
$1.56M 0.24%
23,928
-1,485
104
$1.53M 0.23%
21,132
-18
105
$1.52M 0.23%
12,985
+1,205
106
$1.52M 0.23%
10,326
-5,508
107
$1.52M 0.23%
90,732
+1,029
108
$1.46M 0.22%
17,683
109
$1.45M 0.22%
47,873
110
$1.44M 0.22%
5,176
+100
111
$1.43M 0.22%
45,700
112
$1.42M 0.22%
7,201
-124
113
$1.41M 0.22%
77,690
-8,840
114
$1.41M 0.22%
39,880
+3,303
115
$1.4M 0.21%
16,645
116
$1.4M 0.21%
5,141
-131
117
$1.39M 0.21%
10,243
-108
118
$1.38M 0.21%
41,984
-9,372
119
$1.37M 0.21%
27,500
-7,500
120
$1.34M 0.21%
51,325
+3,425
121
$1.34M 0.2%
12,947
122
$1.32M 0.2%
35,864
+1,766
123
$1.31M 0.2%
56,064
+1
124
$1.29M 0.2%
28,981
+578
125
$1.28M 0.2%
16,651
-1,489
3 4
5
6 7