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
326
$238K 0.04%
2,062
-246
327
$237K 0.04%
17,895
-950
328
$234K 0.04%
2,276
-1,186
329
$233K 0.04%
50,000
+15,000
330
$233K 0.04%
2,301
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331
$233K 0.04%
+2,094
332
$232K 0.04%
6,442
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333
$231K 0.04%
7,224
-2,802
334
$231K 0.04%
3,257
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335
$231K 0.04%
5,610
+500
336
$228K 0.04%
+7,471
337
$228K 0.04%
+4,634
338
$222K 0.04%
2,200
339
$221K 0.04%
+11,520
340
$220K 0.04%
+6,333
341
$220K 0.04%
28,079
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342
$220K 0.04%
3,000
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343
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344
$219K 0.04%
9,870
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345
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346
$214K 0.04%
4,448
-398
347
$214K 0.04%
2,473
348
$214K 0.04%
4,489
-3,537
349
$213K 0.03%
+18,759
350
$210K 0.03%
+1,535
12 13
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