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
$623M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.9M
3
+$13.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.19M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$8.81M

Top Sells

1
+$7.49M
2
+$5.68M
3
+$5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.77M
5
SHY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$255K 0.04%
7,750
252
$255K 0.04%
2,787
-837
253
$254K 0.04%
1,219
+44
254
$254K 0.04%
+1,551
255
$252K 0.04%
121,008
+6,713
256
$247K 0.04%
4,636
257
$245K 0.04%
1,411
-125
258
$241K 0.04%
3,210
+530
259
$236K 0.04%
15,930
-10,084
260
$235K 0.04%
+18,510
261
$231K 0.04%
4,105
262
$231K 0.04%
+2,632
263
$231K 0.04%
9,457
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264
$231K 0.04%
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265
$229K 0.04%
+1,513
266
$228K 0.04%
2,319
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267
$225K 0.04%
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268
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3,302
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269
$224K 0.04%
2,800
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270
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271
$221K 0.04%
3,868
272
$221K 0.04%
+4,356
273
$221K 0.04%
+1,866
274
$219K 0.04%
5,000
275
$218K 0.04%
+8,918
9 10
11
12 13