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
301
$257K 0.03%
+3,201
302
$257K 0.03%
10,439
-147
303
$252K 0.03%
+10,490
304
$252K 0.03%
3,812
+298
305
$251K 0.03%
6,393
+166
306
$251K 0.03%
5,872
-996
307
$250K 0.03%
1,585
-4
308
$249K 0.03%
2,037
-379
309
$247K 0.03%
3,332
-414
310
$242K 0.03%
17,045
-25
311
$241K 0.03%
+3,510
312
$237K 0.03%
1,841
-21
313
$234K 0.03%
7,626
+161
314
$233K 0.03%
+2,451
315
$229K 0.03%
+7,630
316
$229K 0.03%
+1,594
317
$225K 0.03%
2,520
-103
318
$222K 0.03%
+508
319
$222K 0.03%
+3,117
320
$221K 0.03%
4,492
-1,618
321
$219K 0.03%
2,030
-98
322
$217K 0.03%
1,347
-15
323
$216K 0.03%
13,010
-9,300
324
$215K 0.03%
16,133
-2,027
325
$214K 0.03%
+3,556
11 12
13
14 15