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
151
$721K 0.11%
60,936
-2,244
152
$718K 0.11%
13,566
+8,870
153
$703K 0.1%
216,371
-6,587
154
$703K 0.1%
24,604
155
$681K 0.1%
49,450
156
$677K 0.1%
17,700
-8,319
157
$677K 0.1%
2,646
158
$676K 0.1%
5,611
-250
159
$676K 0.1%
155,280
-11,920
160
$675K 0.1%
6,518
+100
161
$674K 0.1%
4,175
-42
162
$651K 0.1%
4,308
-17
163
$641K 0.09%
36,752
-72
164
$636K 0.09%
33,729
-4,245
165
$624K 0.09%
4,826
+51
166
$623K 0.09%
15,237
+3,394
167
$618K 0.09%
6,637
168
$617K 0.09%
8,218
+2
169
$614K 0.09%
10,750
170
$604K 0.09%
14,773
+119
171
$603K 0.09%
5,299
-1,853
172
$598K 0.09%
15,866
-451
173
$588K 0.09%
9,515
+1,001
174
$587K 0.09%
3,990
-79
175
$582K 0.09%
17,876
5 6
7
8 9