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
$654M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$5.56M
3
+$3.52M
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$3.21M
5
NE
Noble Corporation
NE
+$2.03M

Top Sells

1
+$4.99M
2
+$4.98M
3
+$3.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.4M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$2.94M

Sector Composition

1 Healthcare 12.01%
2 Financials 11.07%
3 Technology 7.4%
4 Consumer Staples 6.13%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$417K 0.06%
2,230
+160
252
$416K 0.06%
5,150
253
$416K 0.06%
8,026
-30
254
$415K 0.06%
27,298
-2,354
255
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8,314
-209
256
$413K 0.06%
8,832
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257
$412K 0.06%
+28,331
258
$411K 0.06%
3,125
259
$408K 0.06%
8,529
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260
$405K 0.06%
+5,001
261
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9,074
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262
$390K 0.06%
5,624
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263
$386K 0.06%
+2,605
264
$383K 0.06%
22,228
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265
$383K 0.06%
5,808
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266
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7,258
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267
$378K 0.06%
318
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269
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5,678
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270
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4,870
271
$358K 0.05%
30,000
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272
$355K 0.05%
+4,300
273
$354K 0.05%
2,625
-148
274
$353K 0.05%
6,361
-375
275
$353K 0.05%
7,145
-100
9 10
11
12 13