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
$694M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$4.99M
3
+$4.29M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.15M
5
SYF icon
Synchrony
SYF
+$2.69M

Top Sells

1
+$5.95M
2
+$5.14M
3
+$3.68M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$3.36M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.21M

Sector Composition

1 Healthcare 12.25%
2 Financials 11.92%
3 Technology 7.35%
4 Energy 6.16%
5 Consumer Staples 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$593K 0.09%
50,000
202
$590K 0.09%
4,317
-400
203
$590K 0.09%
8,459
+230
204
$587K 0.08%
4,884
-100
205
$587K 0.08%
27,290
+3,950
206
$582K 0.08%
16,793
-556
207
$580K 0.08%
9,089
+1,384
208
$577K 0.08%
13,283
+355
209
$576K 0.08%
3,878
-172
210
$573K 0.08%
23,275
+1,475
211
$560K 0.08%
+8,750
212
$557K 0.08%
7,930
-475
213
$555K 0.08%
2,276
214
$553K 0.08%
4,405
-430
215
$553K 0.08%
2,699
+1,315
216
$552K 0.08%
14,572
-7,032
217
$552K 0.08%
11,426
-835
218
$551K 0.08%
15,376
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219
$550K 0.08%
11,586
-5,318
220
$550K 0.08%
19,178
+6,845
221
$549K 0.08%
422
222
$547K 0.08%
6,522
+31
223
$542K 0.08%
6,666
-7,846
224
$531K 0.08%
10,071
+1,498
225
$531K 0.08%
5,149
+101
7 8
9
10 11