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
176
$766K 0.12%
211,840
+30,400
177
$764K 0.12%
20,855
178
$745K 0.11%
9,514
-900
179
$739K 0.11%
3,609
180
$730K 0.11%
34,346
-558
181
$729K 0.11%
10,901
+140
182
$723K 0.11%
6,479
-8,536
183
$719K 0.11%
25,800
-238
184
$709K 0.11%
24,443
+3,438
185
$671K 0.1%
10,099
+99
186
$646K 0.1%
7,444
-4,379
187
$642K 0.1%
+12,484
188
$642K 0.1%
65,862
+19,416
189
$640K 0.1%
11,046
+1,296
190
$624K 0.1%
4,717
191
$620K 0.09%
23,000
192
$615K 0.09%
12,261
-300
193
$611K 0.09%
26,124
194
$603K 0.09%
14,765
-117
195
$600K 0.09%
8,586
+550
196
$598K 0.09%
4,835
197
$597K 0.09%
49,750
-300
198
$597K 0.09%
+15,022
199
$594K 0.09%
6,683
200
$584K 0.09%
8,405
-300
6 7
8
9 10