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
$677M
AUM Growth
-$616K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.65M
3
+$2.53M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.78M

Top Sells

1
+$3.52M
2
+$2.57M
3
+$2.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Financials 15.69%
2 Healthcare 11.98%
3 Technology 11.98%
4 Energy 10.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.21%
86,490
+38,550
102
$1.43M 0.21%
47,955
+5,310
103
$1.43M 0.21%
27,257
-31
104
$1.41M 0.21%
74,787
-2,316
105
$1.4M 0.21%
13,703
106
$1.39M 0.2%
103,375
+51,625
107
$1.38M 0.2%
11,662
-504
108
$1.36M 0.2%
26,828
-755
109
$1.34M 0.2%
39,288
110
$1.32M 0.19%
5,379
+1,500
111
$1.27M 0.19%
226,750
+20,000
112
$1.25M 0.19%
62,240
-10,250
113
$1.25M 0.18%
4
+2
114
$1.24M 0.18%
+38,836
115
$1.22M 0.18%
9,662
+1,925
116
$1.19M 0.18%
6,547
-170
117
$1.18M 0.17%
25,722
-336
118
$1.17M 0.17%
8,434
+4
119
$1.14M 0.17%
21,298
-1,417
120
$1.13M 0.17%
16,926
-475
121
$1.12M 0.17%
6,628
122
$1.12M 0.17%
13,984
-98
123
$1.06M 0.16%
25,932
-434
124
$1.05M 0.16%
+24,476
125
$1.05M 0.16%
37,956
+16,741
3 4
5
6 7