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
$677M
AUM Growth
-$616K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.65M
3
+$2.53M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.78M

Top Sells

1
+$3.52M
2
+$2.57M
3
+$2.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Financials 15.69%
2 Healthcare 11.98%
3 Technology 11.98%
4 Energy 10.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.01M 0.15%
26,837
-132
127
$1.01M 0.15%
42,755
-83
128
$997K 0.15%
21,806
-542
129
$969K 0.14%
8,425
+1
130
$963K 0.14%
21,281
+2
131
$938K 0.14%
20,840
+28
132
$908K 0.13%
5,552
+530
133
$877K 0.13%
13,453
-256
134
$863K 0.13%
+5,100
135
$861K 0.13%
9,194
-130
136
$860K 0.13%
10,284
+101
137
$857K 0.13%
15,569
+1,202
138
$851K 0.13%
5,079
+1,118
139
$819K 0.12%
24,120
-600
140
$819K 0.12%
18,308
-4,221
141
$815K 0.12%
3,683
142
$795K 0.12%
11,516
+536
143
$793K 0.12%
29,835
+1,050
144
$789K 0.12%
2,855
-100
145
$789K 0.12%
22,017
-7,183
146
$785K 0.12%
10,342
+7
147
$771K 0.11%
8,047
+500
148
$770K 0.11%
13,910
-500
149
$757K 0.11%
9,918
+383
150
$731K 0.11%
40,023
-3,711
4 5
6
7 8