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
$623M
AUM Growth
-$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4M
3
+$2.9M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.35M
5
WPP icon
WPP
WPP
+$1.47M

Top Sells

1
+$12.4M
2
+$5.2M
3
+$4.29M
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$3.99M
5
DIS icon
Walt Disney
DIS
+$3.14M

Sector Composition

1 Financials 12.53%
2 Healthcare 11.27%
3 Technology 7.5%
4 Energy 6.73%
5 Consumer Staples 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$638K 0.1%
6,423
-10,210
177
$637K 0.1%
9,332
+243
178
$635K 0.1%
30,375
+7,100
179
$631K 0.1%
14,572
180
$625K 0.1%
13,922
+639
181
$622K 0.1%
7,623
-570
182
$620K 0.1%
1,930
-3,263
183
$613K 0.1%
28,093
+1,943
184
$607K 0.1%
4,255
-62
185
$603K 0.1%
4,126
+1,505
186
$601K 0.1%
6,036
-177
187
$601K 0.1%
55,866
-9,462
188
$600K 0.1%
32,367
-17,252
189
$595K 0.1%
2
-5
190
$588K 0.09%
17,684
+2,224
191
$567K 0.09%
3,298
-2,250
192
$567K 0.09%
10,565
-4,350
193
$566K 0.09%
4,950
-199
194
$565K 0.09%
2,276
195
$564K 0.09%
7,176
+50
196
$559K 0.09%
2,240
-2,660
197
$558K 0.09%
5,069
-1,001
198
$557K 0.09%
422
199
$547K 0.09%
7,430
-500
200
$543K 0.09%
4,559
-325
6 7
8
9 10