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
151
$1.05M 0.16%
48,380
+8,933
152
$1M 0.15%
45,005
-1,400
153
$1M 0.15%
23,190
+75
154
$1M 0.15%
40,400
155
$988K 0.15%
90,780
-2,812
156
$973K 0.15%
9,322
+2,200
157
$935K 0.14%
2,214
+3
158
$906K 0.14%
10,961
+500
159
$906K 0.14%
40,069
-38,406
160
$898K 0.14%
14,365
+2,757
161
$888K 0.14%
48,475
-894
162
$861K 0.13%
73,303
+10,419
163
$861K 0.13%
11,559
+53
164
$851K 0.13%
16,904
+1,123
165
$851K 0.13%
7,550
+1,782
166
$820K 0.13%
14,801
-4,120
167
$819K 0.13%
26,481
-12,248
168
$801K 0.12%
22,868
+5,204
169
$797K 0.12%
7,279
-4
170
$793K 0.12%
37,000
171
$786K 0.12%
21,604
172
$785K 0.12%
14,211
-2,071
173
$783K 0.12%
6,078
174
$782K 0.12%
14,061
+633
175
$767K 0.12%
16,332
-2,574
5 6
7
8 9