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
151
$1.07M 0.09%
6,997
+144
152
$1.05M 0.09%
19,129
-57
153
$1.04M 0.09%
2,541
154
$1.02M 0.08%
6,089
+260
155
$1.02M 0.08%
4,826
-1,354
156
$1.02M 0.08%
14,874
+582
157
$1.01M 0.08%
47,406
-22,935
158
$1.01M 0.08%
7,250
159
$998K 0.08%
14,264
-3,673
160
$996K 0.08%
30,160
-1,650
161
$963K 0.08%
9,934
-93
162
$957K 0.08%
10,302
+1,985
163
$953K 0.08%
16,209
-72
164
$945K 0.08%
16,158
165
$938K 0.08%
35,398
166
$936K 0.08%
31,025
-23,829
167
$922K 0.08%
17,060
-240
168
$920K 0.08%
14,229
-119
169
$919K 0.08%
3,923
-104
170
$919K 0.08%
57,248
+64
171
$910K 0.07%
5,732
-101
172
$884K 0.07%
6,558
+450
173
$884K 0.07%
17,638
-5,970
174
$834K 0.07%
4,939
-135
175
$812K 0.07%
17,354
5 6
7
8 9