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
151
$1.02M 0.14%
16,902
+5,290
152
$1.01M 0.14%
29,406
+5,944
153
$997K 0.14%
56,129
-2,774
154
$995K 0.14%
35,232
+6,150
155
$976K 0.14%
23,908
+980
156
$961K 0.13%
18,617
-4,719
157
$934K 0.13%
71,175
-11,664
158
$932K 0.13%
160,880
+51,200
159
$928K 0.13%
73,700
-2,100
160
$911K 0.13%
37,014
+14
161
$906K 0.13%
30,937
+17,473
162
$899K 0.13%
15,578
+1,579
163
$865K 0.12%
63,313
+30,946
164
$863K 0.12%
15,405
165
$863K 0.12%
3,906
+2,663
166
$846K 0.12%
28,630
-6,830
167
$821K 0.12%
19,290
+177
168
$811K 0.11%
14,906
-1,778
169
$810K 0.11%
25,357
+1,000
170
$796K 0.11%
+5,748
171
$787K 0.11%
13,000
-14,500
172
$783K 0.11%
31,160
+920
173
$770K 0.11%
16,402
+1,417
174
$767K 0.11%
16,329
-240
175
$764K 0.11%
16,959
+2,647
5 6
7
8 9