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
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.82M
5
SPSM icon
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
1
$58.4M 8.62%
3,182,996
-50,227
2
$41.4M 6.12%
1,419,179
-4,143
3
$26.6M 3.93%
474,844
-19,216
4
$18.6M 2.75%
244,993
-33,907
5
$18.1M 2.67%
145,434
-6,220
6
$17.8M 2.63%
127,966
-2,054
7
$14.5M 2.14%
271,933
-14,644
8
$12.4M 1.82%
59,389
-8,945
9
$12.3M 1.81%
722,624
-60
10
$10.1M 1.49%
101,273
+11,793
11
$9.94M 1.47%
28,192
-9,988
12
$9.67M 1.43%
338,279
+61,721
13
$9.24M 1.37%
143,092
14
$9.16M 1.35%
103,600
+9,012
15
$9.13M 1.35%
70,064
+6,502
16
$8.98M 1.33%
147,080
-6,180
17
$8.62M 1.27%
73,249
-274
18
$8.49M 1.25%
43,896
-1,473
19
$8.17M 1.21%
165,264
-18,280
20
$7.84M 1.16%
26,262
+1
21
$7.15M 1.06%
55,293
+11,543
22
$7.06M 1.04%
41,068
-709
23
$6.34M 0.94%
120,972
-14,889
24
$6.29M 0.93%
113,484
-37,600
25
$6.29M 0.93%
21,597
-3,341
1
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