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
$714M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.24%
3 Technology 7.62%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.75M 0.25%
+10,853
102
$1.73M 0.24%
15,335
+2,041
103
$1.71M 0.24%
101,598
+2,498
104
$1.69M 0.24%
96,072
+9,936
105
$1.69M 0.24%
10,296
-533
106
$1.65M 0.23%
56,617
+24,313
107
$1.64M 0.23%
33,902
+11,874
108
$1.61M 0.23%
33,661
+4,276
109
$1.6M 0.22%
12,947
110
$1.6M 0.22%
45,700
111
$1.6M 0.22%
36,749
+166
112
$1.57M 0.22%
36,112
+16,371
113
$1.56M 0.22%
10,647
+1,931
114
$1.48M 0.21%
31,335
-921
115
$1.45M 0.2%
18,247
+2,060
116
$1.43M 0.2%
56,950
+2,800
117
$1.43M 0.2%
27,085
-365
118
$1.42M 0.2%
6,612
+534
119
$1.41M 0.2%
5,370
+1,185
120
$1.41M 0.2%
39,440
-497
121
$1.41M 0.2%
14,144
-1,066
122
$1.39M 0.2%
12,223
+3,165
123
$1.39M 0.19%
22,058
+9,673
124
$1.38M 0.19%
65,137
+13,421
125
$1.36M 0.19%
9,263
+845
3 4
5
6 7