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
326
$249K 0.04%
2,546
-996
327
$248K 0.04%
4,905
328
$247K 0.04%
17,951
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329
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330
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331
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332
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11,565
333
$242K 0.04%
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334
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335
$238K 0.04%
3,257
336
$238K 0.04%
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337
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+6,185
338
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3,721
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339
$233K 0.04%
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340
$232K 0.04%
1,535
341
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342
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343
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346
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27,354
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347
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2,303
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348
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+5,263
349
$225K 0.03%
23,660
-5,805
350
$224K 0.03%
20,320
+10,075
12 13
14
15 16