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
$1.22B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$14.6M
3
+$3.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.13M
5
PM icon
Philip Morris
PM
+$2.06M

Top Sells

1
+$16.2M
2
+$7.05M
3
+$4.6M
4
AAPL icon
Apple
AAPL
+$2.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M

Sector Composition

1 Financials 12%
2 Technology 9.75%
3 Healthcare 7.32%
4 Consumer Staples 5.27%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.98M 0.16%
23,150
-2,998
102
$1.94M 0.16%
27,102
+4,373
103
$1.93M 0.16%
10,591
-897
104
$1.92M 0.16%
19,198
+8,912
105
$1.92M 0.16%
22,018
-3,815
106
$1.9M 0.16%
14,909
-1,501
107
$1.87M 0.15%
24,241
-1,107
108
$1.78M 0.15%
22,159
+300
109
$1.78M 0.15%
21,353
+6,827
110
$1.77M 0.14%
31,252
+902
111
$1.75M 0.14%
21,200
+1,200
112
$1.74M 0.14%
29,864
-7,379
113
$1.72M 0.14%
+23,200
114
$1.72M 0.14%
80,218
+112
115
$1.71M 0.14%
72,900
116
$1.7M 0.14%
4,785
-2,345
117
$1.69M 0.14%
18,415
118
$1.68M 0.14%
15,289
-2,292
119
$1.68M 0.14%
48,510
+19,800
120
$1.68M 0.14%
20,063
-36
121
$1.67M 0.14%
127,920
+6,160
122
$1.63M 0.13%
20,914
-302
123
$1.61M 0.13%
39,687
+24,287
124
$1.6M 0.13%
52,326
-173
125
$1.6M 0.13%
37,592
-1,892
3 4
5
6 7