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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.28M 0.2%
60,257
-5,736
127
$1.26M 0.19%
21,935
-7,210
128
$1.26M 0.19%
50,717
+1,460
129
$1.25M 0.19%
18,240
-3,000
130
$1.25M 0.19%
6,712
+652
131
$1.24M 0.19%
28,176
+3,600
132
$1.2M 0.18%
9,598
133
$1.18M 0.18%
7,334
+700
134
$1.18M 0.18%
17,277
135
$1.18M 0.18%
34,572
-3,900
136
$1.17M 0.18%
28,238
-258
137
$1.17M 0.18%
14,512
-3,325
138
$1.15M 0.18%
21,437
-53
139
$1.14M 0.17%
5,250
+1,100
140
$1.12M 0.17%
19,333
-408
141
$1.12M 0.17%
37,133
+5,489
142
$1.11M 0.17%
29,072
-2,153
143
$1.1M 0.17%
22,760
+3,320
144
$1.1M 0.17%
13,772
-18
145
$1.1M 0.17%
14,794
+498
146
$1.1M 0.17%
32,861
147
$1.09M 0.17%
10,021
-330
148
$1.09M 0.17%
68,916
-19,182
149
$1.07M 0.16%
22,390
-3,104
150
$1.06M 0.16%
17,830
+105
4 5
6
7 8