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
276
$293K 0.04%
12,110
+1,921
277
$289K 0.04%
11,500
278
$287K 0.04%
1,633
-66
279
$287K 0.04%
9,521
-2,436
280
$287K 0.04%
9,001
-3,858
281
$286K 0.04%
5,647
-134
282
$286K 0.04%
16,750
283
$284K 0.04%
2,697
284
$283K 0.04%
18,667
-37
285
$283K 0.04%
18,384
-3,397
286
$282K 0.04%
4,971
+658
287
$282K 0.04%
1,863
+107
288
$282K 0.04%
35,203
289
$282K 0.04%
9,611
-2,803
290
$282K 0.04%
20,142
291
$281K 0.04%
41,937
+5,108
292
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805
293
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5,307
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294
$269K 0.04%
+4,317
295
$266K 0.04%
+9,621
296
$265K 0.04%
7,846
-617
297
$265K 0.04%
4,587
-432
298
$262K 0.04%
20,343
-6,440
299
$261K 0.04%
2,299
+22
300
$261K 0.04%
4,910
-5,265
10 11
12
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