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
$653M
AUM Growth
-$334K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$2.47M
3
+$2.47M
4
JPUS
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.3M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.59M

Top Sells

1
+$7.65M
2
+$1.55M
3
+$1.32M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.19M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.03M

Sector Composition

1 Healthcare 12.67%
2 Financials 11.51%
3 Technology 7.13%
4 Consumer Staples 5.55%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$566K 0.09%
5,268
-550
202
$563K 0.09%
39,169
+8,964
203
$562K 0.09%
7,137
204
$562K 0.09%
22,130
-634
205
$551K 0.08%
4,984
+300
206
$550K 0.08%
12,627
+6,442
207
$548K 0.08%
2,276
208
$545K 0.08%
7,386
+1,708
209
$544K 0.08%
12,003
+1,000
210
$543K 0.08%
6,491
-290
211
$542K 0.08%
8,229
+35
212
$541K 0.08%
9,593
-2,113
213
$534K 0.08%
12,928
+123
214
$533K 0.08%
422
215
$533K 0.08%
17,349
-3,406
216
$533K 0.08%
15,025
+5,000
217
$530K 0.08%
35,440
+6,790
218
$528K 0.08%
6,100
+1,800
219
$521K 0.08%
35,588
+7,257
220
$517K 0.08%
13,200
-26,374
221
$516K 0.08%
4,050
+174
222
$513K 0.08%
6,213
223
$510K 0.08%
45,594
-31,429
224
$505K 0.08%
21,800
-500
225
$503K 0.08%
50,000
7 8
9
10 11