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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.23%
2 Financials 11.92%
3 Technology 7.37%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.66M 0.24%
33,150
+4,974
102
$1.64M 0.24%
14,415
+632
103
$1.62M 0.23%
23,614
-314
104
$1.61M 0.23%
5,193
+17
105
$1.61M 0.23%
93,138
+2,406
106
$1.6M 0.23%
32,336
+3,355
107
$1.55M 0.22%
33,524
-1,966
108
$1.55M 0.22%
13,974
+989
109
$1.55M 0.22%
32,200
+9,440
110
$1.52M 0.22%
4,871
-270
111
$1.5M 0.22%
16,633
-12
112
$1.49M 0.21%
45,700
113
$1.48M 0.21%
35,800
-64
114
$1.48M 0.21%
79,160
+1,470
115
$1.48M 0.21%
17,264
-419
116
$1.47M 0.21%
16,067
+5,106
117
$1.46M 0.21%
97,047
-18,447
118
$1.45M 0.21%
40,382
+502
119
$1.45M 0.21%
12,351
+3,029
120
$1.42M 0.2%
31,443
-7,675
121
$1.41M 0.2%
7,213
+501
122
$1.4M 0.2%
46,602
-1,271
123
$1.4M 0.2%
10,058
-268
124
$1.39M 0.2%
27,500
125
$1.39M 0.2%
9,929
-314
3 4
5
6 7