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
201
$606K 0.08%
+27,099
202
$597K 0.08%
+4,038
203
$593K 0.08%
7,815
-1,200
204
$592K 0.08%
12,411
-2,082
205
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2,456
+216
206
$590K 0.08%
+6,361
207
$580K 0.08%
7,489
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208
$578K 0.08%
6,036
209
$574K 0.08%
15,244
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210
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+10,527
211
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23,264
+10,710
212
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10,165
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213
$559K 0.08%
12,226
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214
$553K 0.08%
+10,720
215
$550K 0.08%
6,176
-1,000
216
$549K 0.08%
8,888
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217
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422
218
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33,005
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219
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10,336
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220
$536K 0.08%
5,525
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221
$529K 0.07%
+13,500
222
$526K 0.07%
7,673
+243
223
$524K 0.07%
4,873
-196
224
$522K 0.07%
4,650
+1,000
225
$521K 0.07%
18,671
-10,628
7 8
9
10 11