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
$612M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$2.08M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.04M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.83M

Top Sells

1
+$84.7M
2
+$20.4M
3
+$5.97M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.84M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.29M

Sector Composition

1 Healthcare 11.98%
2 Technology 7.07%
3 Financials 6.39%
4 Consumer Staples 6.09%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$464K 0.08%
2,276
227
$463K 0.08%
26,220
+5,980
228
$455K 0.07%
7,646
-1,712
229
$454K 0.07%
+10,000
230
$451K 0.07%
6,558
-1,175
231
$448K 0.07%
+6,078
232
$443K 0.07%
6,777
+1,449
233
$437K 0.07%
+9,349
234
$437K 0.07%
4,141
+1,534
235
$430K 0.07%
3,619
-1,500
236
$428K 0.07%
8,602
237
$427K 0.07%
12,600
238
$425K 0.07%
12,188
-49
239
$422K 0.07%
7,390
+79
240
$422K 0.07%
46,770
+276
241
$421K 0.07%
71,910
-4,600
242
$419K 0.07%
8,523
+1
243
$410K 0.07%
292
-1
244
$402K 0.07%
13,188
-64
245
$387K 0.06%
5,150
246
$387K 0.06%
6,736
+1,660
247
$387K 0.06%
29,465
+10,851
248
$386K 0.06%
3,500
249
$384K 0.06%
15,819
+4,719
250
$384K 0.06%
8,584
+88
8 9
10
11 12