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
301
$301K 0.05%
3,974
-147
302
$297K 0.05%
3,538
303
$296K 0.05%
6,665
+422
304
$295K 0.05%
14,476
-2,265
305
$295K 0.05%
4,443
-182
306
$292K 0.04%
6,068
307
$291K 0.04%
6,335
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308
$291K 0.04%
5,513
-708
309
$289K 0.04%
2,500
310
$288K 0.04%
19,660
311
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2,000
312
$282K 0.04%
6,551
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313
$271K 0.04%
8,618
314
$270K 0.04%
2,273
315
$267K 0.04%
1,783
316
$267K 0.04%
5,147
-3,620
317
$263K 0.04%
4,884
318
$255K 0.04%
2,126
319
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+6,487
320
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6,704
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321
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11,458
322
$251K 0.04%
2,094
323
$251K 0.04%
2,065
+3
324
$251K 0.04%
8,066
-1,000
325
$250K 0.04%
+4,082
11 12
13
14 15