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
$613M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.2M
3
+$11.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.41M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.15M

Top Sells

1
+$3.71M
2
+$3.5M
3
+$2.93M
4
GS icon
Goldman Sachs
GS
+$1.62M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$1.55M

Sector Composition

1 Technology 14.26%
2 Financials 13.82%
3 Healthcare 11.31%
4 Consumer Staples 7.44%
5 Communication Services 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$518K 0.08%
25,600
+13,600
177
$515K 0.08%
39,988
+3,388
178
$513K 0.08%
4,441
+691
179
$512K 0.08%
9,703
+2,380
180
$495K 0.08%
9,775
-975
181
$492K 0.08%
8,693
+2,301
182
$490K 0.08%
3,801
+645
183
$478K 0.08%
11,070
+1,681
184
$467K 0.08%
16,861
+2,268
185
$432K 0.07%
5,579
+1,023
186
$431K 0.07%
17,421
+9,018
187
$424K 0.07%
3,102
-223
188
$416K 0.07%
+17,273
189
$412K 0.07%
23,976
-746
190
$411K 0.07%
9,066
+3,105
191
$409K 0.07%
4,125
-1,174
192
$405K 0.07%
4,227
+1,384
193
$392K 0.06%
3,192
+299
194
$390K 0.06%
5,102
195
$389K 0.06%
494,136
+479,517
196
$380K 0.06%
4,228
+201
197
$376K 0.06%
3,762
-95
198
$374K 0.06%
14,441
-1,094
199
$370K 0.06%
6,229
+304
200
$369K 0.06%
6,817
+751
6 7
8
9 10