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
201
$441K 0.07%
3,885
-153
202
$438K 0.06%
7,939
-2,820
203
$438K 0.06%
7,070
+1,795
204
$436K 0.06%
11,474
-1,381
205
$436K 0.06%
2,997
+280
206
$433K 0.06%
3,869
-304
207
$433K 0.06%
2,247
-50
208
$431K 0.06%
+16,123
209
$425K 0.06%
5,568
210
$415K 0.06%
11,073
211
$411K 0.06%
2,718
212
$409K 0.06%
+9,263
213
$408K 0.06%
1,500
-179
214
$396K 0.06%
2,277
215
$394K 0.06%
5,370
-150
216
$394K 0.06%
25,670
-9,895
217
$381K 0.06%
41,571
+19,915
218
$381K 0.06%
15,825
219
$380K 0.06%
2,555
220
$377K 0.06%
2,062
-899
221
$371K 0.05%
2,442
-3
222
$369K 0.05%
3,609
223
$369K 0.05%
8,176
224
$369K 0.05%
4,486
-549
225
$368K 0.05%
6,252
+157
7 8
9
10 11