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
$677M
AUM Growth
-$616K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.65M
3
+$2.53M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.78M

Top Sells

1
+$3.52M
2
+$2.57M
3
+$2.09M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.86M
5
CB icon
Chubb
CB
+$1.79M

Sector Composition

1 Financials 15.69%
2 Healthcare 11.98%
3 Technology 11.98%
4 Energy 10.7%
5 Consumer Staples 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$580K 0.09%
21,005
177
$575K 0.08%
3,734
+345
178
$571K 0.08%
43,000
-17
179
$569K 0.08%
4,750
+170
180
$562K 0.08%
3,123
-375
181
$543K 0.08%
3,825
-100
182
$527K 0.08%
15,112
-2,606
183
$525K 0.08%
8,562
+143
184
$523K 0.08%
9,345
+32
185
$503K 0.07%
13,618
-9,691
186
$501K 0.07%
22,417
187
$501K 0.07%
12,456
-2,025
188
$494K 0.07%
+12,000
189
$492K 0.07%
5,772
-2
190
$485K 0.07%
5,149
+420
191
$482K 0.07%
6,362
-830
192
$479K 0.07%
+15,424
193
$477K 0.07%
2,827
+176
194
$476K 0.07%
6,392
195
$473K 0.07%
5,197
196
$460K 0.07%
5,183
-130
197
$453K 0.07%
10,161
-465
198
$443K 0.07%
12,582
+14
199
$442K 0.07%
3,453
+339
200
$442K 0.07%
16,500
6 7
8
9 10