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
326
$260K 0.02%
5,093
-5,159
327
$259K 0.02%
+3,573
328
$259K 0.02%
1,440
329
$258K 0.02%
4,015
-3
330
$258K 0.02%
4,355
-292
331
$257K 0.02%
+8,381
332
$256K 0.02%
5,875
333
$256K 0.02%
3,271
+1
334
$256K 0.02%
668
335
$256K 0.02%
+6,601
336
$255K 0.02%
1,615
+3
337
$250K 0.02%
831
338
$249K 0.02%
9,761
339
$247K 0.02%
3,788
-242
340
$246K 0.02%
13,160
341
$240K 0.02%
1,271
-1,226
342
$239K 0.02%
+1,046
343
$238K 0.02%
1,111
344
$237K 0.02%
3,283
+105
345
$236K 0.02%
+3,207
346
$236K 0.02%
5,195
+588
347
$231K 0.02%
2,041
+68
348
$224K 0.02%
1,531
+170
349
$222K 0.02%
40,081
350
$221K 0.02%
+1,285
12 13
14
15 16