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
276
$323K 0.05%
+5,740
277
$322K 0.05%
3,130
-200
278
$322K 0.05%
5,069
-3,175
279
$320K 0.05%
+11,523
280
$317K 0.05%
9,066
-4,551
281
$316K 0.05%
47,500
-2,500
282
$316K 0.05%
4,625
-1,039
283
$310K 0.05%
25,080
-4,980
284
$309K 0.05%
5,080
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285
$302K 0.05%
2,726
286
$295K 0.05%
7,245
-55
287
$295K 0.05%
1,783
-140
288
$294K 0.05%
6,852
-1,398
289
$292K 0.05%
14,076
-1,699
290
$291K 0.05%
3,538
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291
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16,741
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292
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+2,000
293
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6,068
294
$289K 0.05%
8,064
-28
295
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6,868
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296
$284K 0.05%
4,121
-846
297
$282K 0.05%
5,066
-1,118
298
$278K 0.05%
+13,000
299
$277K 0.05%
9,264
300
$273K 0.04%
9,909
+1,613
10 11
12
13 14