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
201
$367K 0.06%
5,134
+309
202
$363K 0.06%
1,146
+50
203
$362K 0.06%
12,000
+27
204
$361K 0.06%
5,737
205
$359K 0.06%
1,846
+314
206
$355K 0.06%
5,634
-450
207
$351K 0.06%
805
208
$351K 0.06%
6,708
+620
209
$350K 0.06%
3,411
-18
210
$341K 0.06%
2,471
+440
211
$338K 0.06%
2,277
212
$331K 0.05%
2,027
+797
213
$330K 0.05%
23,098
+144
214
$330K 0.05%
7,362
+2,008
215
$310K 0.05%
23,333
+10,582
216
$306K 0.05%
4,458
+1,712
217
$304K 0.05%
16,494
+3,213
218
$303K 0.05%
11,631
+623
219
$299K 0.05%
1,687
+179
220
$297K 0.05%
1,800
-1,218
221
$289K 0.05%
13,900
+3,242
222
$288K 0.05%
5,248
+2,140
223
$281K 0.05%
+4,470
224
$280K 0.05%
+6,150
225
$278K 0.05%
+10,000
7 8
9
10 11