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
$699M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.51M
3
+$3.5M
4
EVRG icon
Evergy
EVRG
+$2.68M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.45M

Top Sells

1
+$15.7M
2
+$14.7M
3
+$8.06M
4
PDN icon
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
+$6.89M
5
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$4M

Sector Composition

1 Financials 13.92%
2 Energy 12.32%
3 Healthcare 10.09%
4 Technology 8.25%
5 Communication Services 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$239K 0.03%
9,880
+1,770
327
$239K 0.03%
13,059
+237
328
$238K 0.03%
+7,370
329
$237K 0.03%
1,785
+85
330
$234K 0.03%
13,550
+2,110
331
$233K 0.03%
+7,942
332
$230K 0.03%
13,525
+75
333
$226K 0.03%
+26
334
$225K 0.03%
26,167
+3,699
335
$224K 0.03%
+12,204
336
$224K 0.03%
+2,758
337
$223K 0.03%
+919
338
$221K 0.03%
+2,520
339
$221K 0.03%
+1,000
340
$220K 0.03%
4,793
-40
341
$220K 0.03%
7,669
-5,699
342
$219K 0.03%
4,660
-1,246
343
$218K 0.03%
4,572
344
$216K 0.03%
+11,207
345
$215K 0.03%
+7,675
346
$215K 0.03%
+1,253
347
$213K 0.03%
+5,013
348
$213K 0.03%
4,263
+87
349
$213K 0.03%
4,231
-101
350
$212K 0.03%
2,486
12 13
14
15 16