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
$1.22B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$14.6M
3
+$3.57M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.13M
5
PM icon
Philip Morris
PM
+$2.06M

Top Sells

1
+$16.2M
2
+$7.05M
3
+$4.6M
4
AAPL icon
Apple
AAPL
+$2.34M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.78M

Sector Composition

1 Financials 12%
2 Technology 9.75%
3 Healthcare 7.32%
4 Consumer Staples 5.27%
5 Communication Services 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$634K 0.05%
41,574
+3,781
202
$623K 0.05%
+46,000
203
$603K 0.05%
12,772
-4,862
204
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10,000
205
$589K 0.05%
15,615
-678
206
$584K 0.05%
14,730
-1,122
207
$580K 0.05%
14,542
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208
$577K 0.05%
13,865
209
$574K 0.05%
27,051
-395
210
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4,897
-74
211
$563K 0.05%
37,158
-6,378
212
$558K 0.05%
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-20
213
$549K 0.04%
2,277
-1,655
214
$542K 0.04%
43,398
-2,168
215
$540K 0.04%
27,568
216
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21,313
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217
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218
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4,440
-1,297
219
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805
220
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5,102
221
$528K 0.04%
2,023
+29
222
$528K 0.04%
10,252
+468
223
$524K 0.04%
10,007
-1,150
224
$524K 0.04%
16,366
+24
225
$519K 0.04%
3,164
+42
7 8
9
10 11