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
326
$214K 0.03%
10,000
327
$214K 0.03%
4,694
-799
328
$212K 0.03%
+6,624
329
$212K 0.03%
13,743
+1,707
330
$211K 0.03%
1,224
-425
331
$209K 0.03%
1,064
-263
332
$206K 0.03%
+1,373
333
$205K 0.03%
+4,743
334
$204K 0.03%
+6,152
335
$200K 0.03%
+1,825
336
$199K 0.03%
+32,320
337
$192K 0.03%
15,987
+510
338
$191K 0.03%
21,797
-9,988
339
$181K 0.02%
13,816
-42
340
$171K 0.02%
10,225
-487
341
$170K 0.02%
14,643
+1,926
342
$169K 0.02%
+11,816
343
$168K 0.02%
27,099
344
$158K 0.02%
11,938
345
$149K 0.02%
13,660
-1,000
346
$128K 0.02%
10,135
-4,121
347
$127K 0.02%
33,261
-21,645
348
$126K 0.02%
2,228
+200
349
$104K 0.01%
10,600
-1,600
350
$101K 0.01%
39
+5
12 13
14
15 16