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
276
$353K 0.05%
+41,356
277
$351K 0.05%
3,430
+300
278
$351K 0.05%
9,030
+992
279
$351K 0.05%
16,168
+2,092
280
$346K 0.05%
31,700
+7,000
281
$343K 0.05%
2,218
-67
282
$342K 0.05%
32,853
283
$340K 0.05%
2,552
+25
284
$339K 0.05%
30,813
+5,842
285
$338K 0.05%
2,805
+1
286
$337K 0.05%
8,000
287
$336K 0.05%
47,500
288
$334K 0.05%
11,582
+59
289
$331K 0.05%
5,530
+837
290
$328K 0.05%
10,895
-1,461
291
$326K 0.05%
5,080
292
$326K 0.05%
3,591
-1,891
293
$324K 0.05%
10,235
+17
294
$319K 0.05%
2,277
-5,314
295
$314K 0.05%
+10,020
296
$313K 0.05%
17,895
297
$312K 0.05%
6,877
298
$309K 0.05%
2,376
+100
299
$308K 0.05%
11,609
-6,528
300
$302K 0.05%
8,272
+208
10 11
12
13 14