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
251
$374K 0.06%
8,474
-1,483
252
$368K 0.06%
9,824
-5,465
253
$368K 0.06%
12,356
-4,134
254
$366K 0.06%
5,929
+212
255
$363K 0.06%
6,966
-2,447
256
$361K 0.06%
246
-40
257
$359K 0.06%
32,853
-407
258
$357K 0.06%
2,070
-1,464
259
$357K 0.06%
3,125
-150
260
$352K 0.06%
+16,300
261
$343K 0.06%
2,804
262
$338K 0.06%
8,000
263
$338K 0.06%
6,221
-2,466
264
$337K 0.06%
22,284
-1,148
265
$336K 0.05%
8,749
-1,100
266
$336K 0.05%
+11,087
267
$335K 0.05%
6,877
268
$333K 0.05%
7,300
269
$333K 0.05%
2,773
270
$332K 0.05%
24,971
271
$330K 0.05%
10,218
-184
272
$329K 0.05%
4,870
273
$326K 0.05%
2,527
-61
274
$324K 0.05%
19,660
275
$324K 0.05%
+2,284
9 10
11
12 13