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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.25%
2 Financials 11.92%
3 Technology 7.35%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$750K 0.11%
25,443
+1,000
177
$749K 0.11%
20,119
-736
178
$748K 0.11%
11,794
+235
179
$745K 0.11%
45,204
-3,176
180
$738K 0.11%
15,090
-1,242
181
$735K 0.11%
10,134
+35
182
$735K 0.11%
9,514
183
$729K 0.11%
14,915
+2,912
184
$727K 0.1%
40,110
+4,670
185
$717K 0.1%
26,750
+3,750
186
$707K 0.1%
16,238
+1,473
187
$690K 0.1%
+14,987
188
$680K 0.1%
6,070
-409
189
$663K 0.1%
65,328
-534
190
$662K 0.1%
15,022
191
$661K 0.1%
8,914
+328
192
$659K 0.09%
26,017
+3,887
193
$655K 0.09%
5,978
-1,301
194
$646K 0.09%
23,200
-2,600
195
$638K 0.09%
3,609
196
$631K 0.09%
6,686
+3
197
$622K 0.09%
20,025
+5,000
198
$603K 0.09%
8,193
+807
199
$593K 0.09%
31,059
+15,359
200
$593K 0.09%
7,137
6 7
8
9 10