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
$714M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.27%
3 Technology 7.59%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.19%
16,953
+1,743
127
$1.33M 0.19%
79,305
-1,375
128
$1.33M 0.19%
63,303
+11,644
129
$1.28M 0.18%
19,690
+3,548
130
$1.27M 0.18%
107,068
+23,250
131
$1.25M 0.18%
43,723
-1,440
132
$1.24M 0.17%
15,420
-40,800
133
$1.22M 0.17%
89,680
134
$1.22M 0.17%
9,074
+463
135
$1.21M 0.17%
34,519
+547
136
$1.2M 0.17%
4
+2
137
$1.19M 0.17%
17,471
+12,444
138
$1.19M 0.17%
12,733
+6,310
139
$1.15M 0.16%
4,185
+414
140
$1.14M 0.16%
46,023
+1,030
141
$1.14M 0.16%
47,559
-8,506
142
$1.12M 0.16%
14,490
+318
143
$1.11M 0.16%
2,044
-424
144
$1.08M 0.15%
100,500
-194,125
145
$1.07M 0.15%
35,298
-81,150
146
$1.06M 0.15%
15,204
+10,768
147
$1.05M 0.15%
16,288
+4,801
148
$1.05M 0.15%
+38,526
149
$1.04M 0.15%
13,788
+1,135
150
$1.04M 0.15%
7,029
+505
4 5
6
7 8