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
$1.3B
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.6M
3
+$6.14M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$3.85M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.82M

Top Sells

1
+$13.3M
2
+$9.82M
3
+$7.95M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.27M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$6.94M

Sector Composition

1 Financials 13.11%
2 Technology 9.45%
3 Healthcare 7.4%
4 Consumer Staples 5.1%
5 Energy 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$314K 0.02%
2,635
+158
302
$312K 0.02%
4,346
-40
303
$311K 0.02%
5,806
+404
304
$307K 0.02%
1,434
-1,120
305
$304K 0.02%
10,873
-648
306
$303K 0.02%
7,415
307
$290K 0.02%
6,250
-400
308
$286K 0.02%
9,391
-4
309
$285K 0.02%
+8,343
310
$285K 0.02%
2,418
311
$284K 0.02%
3,939
312
$278K 0.02%
26,500
+1,500
313
$276K 0.02%
+9,060
314
$275K 0.02%
4,620
315
$272K 0.02%
4,909
+351
316
$271K 0.02%
1,027
-13
317
$270K 0.02%
1,004
318
$270K 0.02%
1,219
-108
319
$267K 0.02%
5,532
320
$263K 0.02%
1,089
+46
321
$261K 0.02%
934
322
$261K 0.02%
2,987
323
$261K 0.02%
9,765
-161
324
$260K 0.02%
9,250
325
$260K 0.02%
2,330
+57
11 12
13
14 15