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
$699M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.51M
3
+$3.5M
4
EVRG icon
Evergy
EVRG
+$2.68M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.45M

Top Sells

1
+$15.7M
2
+$14.7M
3
+$8.06M
4
PDN icon
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
+$6.89M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$4M

Sector Composition

1 Financials 13.92%
2 Energy 12.32%
3 Healthcare 10.09%
4 Technology 8.25%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$453K 0.06%
+7,000
227
$447K 0.06%
15,000
+5,000
228
$447K 0.06%
6,392
229
$444K 0.06%
7,200
-1,400
230
$443K 0.06%
5,446
-6
231
$434K 0.06%
10,105
+83
232
$431K 0.06%
7,727
-126
233
$426K 0.06%
24,698
+1,368
234
$426K 0.06%
5,520
+312
235
$425K 0.06%
3,857
+906
236
$424K 0.06%
6,123
237
$424K 0.06%
11,252
+503
238
$423K 0.06%
4,019
+480
239
$418K 0.06%
19,683
+3,810
240
$413K 0.06%
28,000
241
$411K 0.06%
16,111
-512
242
$411K 0.06%
5,381
-1,197
243
$407K 0.06%
2,827
+101
244
$406K 0.06%
21,763
+8,500
245
$403K 0.06%
8,000
246
$399K 0.06%
4,690
+35
247
$394K 0.06%
1,808
-510
248
$387K 0.06%
3,638
-1,235
249
$385K 0.06%
6,121
+405
250
$383K 0.05%
4,899
-1,067
8 9
10
11 12