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
251
$360K 0.05%
2,197
252
$360K 0.05%
14,499
-5,330
253
$354K 0.05%
+8,577
254
$352K 0.05%
5,520
-1,800
255
$350K 0.05%
2,555
-15
256
$347K 0.05%
8,773
+1,032
257
$342K 0.05%
9,708
+3
258
$339K 0.05%
2,200
259
$337K 0.05%
4,500
260
$334K 0.05%
6,706
+566
261
$331K 0.04%
5,767
-13,939
262
$327K 0.04%
8,176
+32
263
$326K 0.04%
33,150
+379
264
$326K 0.04%
+6,969
265
$325K 0.04%
13,157
-90
266
$324K 0.04%
8,000
267
$323K 0.04%
7,648
-320
268
$322K 0.04%
2,718
269
$319K 0.04%
6,000
-1,720
270
$314K 0.04%
2,421
+6
271
$302K 0.04%
4,676
-1,356
272
$299K 0.04%
3,226
+2
273
$297K 0.04%
2,238
+330
274
$295K 0.04%
8,058
-461
275
$294K 0.04%
28,935
-2,330
9 10
11
12 13