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
126
$1.59M 0.13%
27,297
-1,158
127
$1.59M 0.13%
23,501
128
$1.56M 0.13%
16,233
-1,513
129
$1.55M 0.13%
26,590
-262
130
$1.52M 0.12%
75,501
-3,730
131
$1.52M 0.12%
69,383
+11,019
132
$1.51M 0.12%
37,871
-695
133
$1.51M 0.12%
6,417
+2,025
134
$1.51M 0.12%
6,930
+195
135
$1.39M 0.11%
25,686
+1,081
136
$1.39M 0.11%
11,479
-1,000
137
$1.37M 0.11%
6,448
-287
138
$1.35M 0.11%
22,770
139
$1.35M 0.11%
26,936
-150
140
$1.34M 0.11%
11,388
+1,582
141
$1.29M 0.11%
127,275
-3,768
142
$1.28M 0.1%
3,676
+29
143
$1.25M 0.1%
19,551
-73
144
$1.2M 0.1%
302,500
145
$1.18M 0.1%
65,786
-11,200
146
$1.15M 0.09%
2,302
-70
147
$1.14M 0.09%
10,394
-287
148
$1.11M 0.09%
12,103
-50
149
$1.1M 0.09%
4,507
-170
150
$1.08M 0.09%
19,949
-3,838
4 5
6
7 8