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
$738M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$3.8M
3
+$3.61M
4
MDT icon
Medtronic
MDT
+$2.19M
5
T icon
AT&T
T
+$2.13M

Top Sells

1
+$23.3M
2
+$4.66M
3
+$2.78M
4
SPR icon
Spirit AeroSystems
SPR
+$2.5M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.93M

Sector Composition

1 Financials 13.64%
2 Healthcare 12.01%
3 Energy 10.29%
4 Technology 9.24%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$467K 0.06%
5,721
227
$465K 0.06%
9,931
+2,100
228
$464K 0.06%
+12,162
229
$463K 0.06%
6,392
230
$459K 0.06%
2,528
+100
231
$447K 0.06%
7,840
+1,418
232
$446K 0.06%
15,500
233
$444K 0.06%
10,022
-83
234
$443K 0.06%
4,836
-27,277
235
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4,722
+8
236
$440K 0.06%
9,558
+406
237
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8,513
+1
238
$439K 0.06%
28,000
-224
239
$435K 0.06%
11,728
-1,010
240
$431K 0.06%
+5,188
241
$431K 0.06%
43,017
+5,000
242
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2,370
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243
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4,037
-92
244
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2,474
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245
$396K 0.05%
3,384
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246
$380K 0.05%
2,277
247
$377K 0.05%
1,688
-155
248
$375K 0.05%
18,272
249
$375K 0.05%
+2,085
250
$370K 0.05%
3,694
+292
8 9
10
11 12