FWM
Frontier Wealth Management Portfolio holdings
AUM
$1.38B
This Quarter Return
-0.99%
1 Year Return
+6.29%
3 Year Return
+42.9%
5 Year Return
+78.39%
10 Year Return
–
AUM
$623M
AUM Growth
+$623M
(+17%)
Cap. Flow
+$110M
Cap. Flow
% of AUM
17.64%
Top 10 Holdings %
Top 10 Hldgs %
41.44%
Holding
342
New
74
Increased
108
Reduced
95
Closed
34
Top Buys
Top Sells
| 1 |
Schwab Short-Term US Treasury ETF
SCHO
|
$7.49M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$5.68M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$5M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.77M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.93M |
Sector Composition
| 1 | Consumer Staples | 14.76% |
| 2 | Energy | 14.46% |
| 3 | Consumer Discretionary | 3.39% |
| 4 | Healthcare | 3.29% |
| 5 | Financials | 3.19% |
