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
$613M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$11.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M

Top Sells

1
+$3.71M
2
+$3.5M
3
+$2.93M
4
GS icon
Goldman Sachs
GS
+$1.62M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M

Sector Composition

1 Technology 14.26%
2 Financials 13.82%
3 Healthcare 11.31%
4 Consumer Staples 7.44%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.36M 0.22%
12,837
+7,276
102
$1.34M 0.22%
22,557
+7,091
103
$1.32M 0.22%
9,374
+2,725
104
$1.23M 0.2%
95,218
-5,530
105
$1.23M 0.2%
94,846
-19,902
106
$1.21M 0.2%
27,160
+16,380
107
$1.1M 0.18%
42,190
-4,849
108
$1.1M 0.18%
53,238
-5,090
109
$1.07M 0.17%
9,202
+4,143
110
$1.06M 0.17%
12,416
+551
111
$1.05M 0.17%
14,562
+3,533
112
$1.03M 0.17%
42,102
-63,574
113
$1.02M 0.17%
40,780
+1,645
114
$1.01M 0.17%
5,347
+2,612
115
$1.01M 0.16%
21,194
+5,393
116
$1.01M 0.16%
67,224
+43,095
117
$1M 0.16%
7,929
-3,674
118
$998K 0.16%
32,408
-998
119
$963K 0.16%
+16,707
120
$955K 0.16%
6,453
+2,744
121
$948K 0.15%
52,365
+15,451
122
$941K 0.15%
19,858
+10,840
123
$935K 0.15%
14,586
-6,173
124
$915K 0.15%
6,842
+869
125
$909K 0.15%
27,101
+14,225
3 4
5
6 7