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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.25%
2 Financials 11.92%
3 Technology 7.35%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.36M 0.2%
52,275
+950
127
$1.34M 0.19%
63,441
+3,184
128
$1.32M 0.19%
7,089
-245
129
$1.31M 0.19%
9,624
+26
130
$1.29M 0.19%
12,947
131
$1.29M 0.19%
28,787
+549
132
$1.27M 0.18%
30,917
+1,845
133
$1.26M 0.18%
19,615
-2,320
134
$1.26M 0.18%
20,238
+1,998
135
$1.25M 0.18%
46,337
-4,380
136
$1.24M 0.18%
16,966
+315
137
$1.23M 0.18%
23,765
+11,281
138
$1.22M 0.18%
10,493
+472
139
$1.21M 0.17%
40,264
+3,131
140
$1.2M 0.17%
19,408
+75
141
$1.2M 0.17%
56,259
+21,913
142
$1.18M 0.17%
58,564
+2,500
143
$1.17M 0.17%
34,572
144
$1.15M 0.17%
15,068
+274
145
$1.12M 0.16%
20,803
-634
146
$1.11M 0.16%
17,749
-81
147
$1.1M 0.16%
4,900
-350
148
$1.1M 0.16%
13,766
-6
149
$1.06M 0.15%
62,891
-6,025
150
$1.04M 0.15%
16,889
+2,524
4 5
6
7 8