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
$714M
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$3.82M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.77M
5
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$3.75M

Top Sells

1
+$3.84M
2
+$3.43M
3
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$2.52M
5
PANW icon
Palo Alto Networks
PANW
+$2.46M

Sector Composition

1 Financials 13.36%
2 Healthcare 10.27%
3 Technology 7.59%
4 Energy 7.36%
5 Consumer Staples 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$763K 0.11%
9,110
-3,596
177
$746K 0.1%
+12,287
178
$735K 0.1%
14,526
+798
179
$713K 0.1%
11,899
+4,440
180
$713K 0.1%
7,137
+3,989
181
$699K 0.1%
65,706
+9,840
182
$690K 0.1%
11,419
+854
183
$688K 0.1%
6,416
184
$673K 0.09%
8,928
+562
185
$669K 0.09%
10,728
+813
186
$667K 0.09%
15,979
-2,795
187
$665K 0.09%
4,078
-1,000
188
$647K 0.09%
36,633
-1,968
189
$642K 0.09%
30,492
+8,748
190
$638K 0.09%
4,389
+134
191
$636K 0.09%
+7,548
192
$636K 0.09%
+126,400
193
$632K 0.09%
9,216
-116
194
$632K 0.09%
+15,600
195
$629K 0.09%
2,913
-1,157
196
$623K 0.09%
2,317
+41
197
$616K 0.09%
13,922
198
$615K 0.09%
15,856
+10,240
199
$613K 0.09%
3,609
200
$610K 0.09%
+9,321
6 7
8
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