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
301
$273K 0.04%
+16,752
302
$268K 0.04%
2,285
-1
303
$268K 0.04%
6,961
-164
304
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+3,542
305
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306
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2,500
307
$260K 0.04%
30,752
-3,975
308
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309
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11,458
310
$250K 0.04%
24,300
-2,500
311
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2,126
312
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313
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2,273
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314
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6,243
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315
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11,344
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316
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317
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4,376
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320
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321
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11,565
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322
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1,945
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323
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6,928
-192
324
$239K 0.04%
+17,779
325
$239K 0.04%
3,774
-1,363
11 12
13
14 15