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
351
$209K 0.03%
+3,462
352
$209K 0.03%
+5,942
353
$208K 0.03%
+937
354
$205K 0.03%
+8,497
355
$204K 0.03%
4,271
-40
356
$203K 0.03%
+12,340
357
$203K 0.03%
3,100
-3,300
358
$203K 0.03%
+3,419
359
$201K 0.03%
+4,000
360
$200K 0.03%
+2,363
361
$192K 0.03%
+11,070
362
$192K 0.03%
13,166
-2,149
363
$180K 0.03%
+15,000
364
$179K 0.03%
3,000
365
$176K 0.03%
20,948
+3,296
366
$160K 0.03%
+10,347
367
$155K 0.03%
+11,612
368
$153K 0.03%
+10,855
369
$153K 0.03%
925
370
$152K 0.02%
30,000
371
$150K 0.02%
+11,529
372
$149K 0.02%
+10,245
373
$149K 0.02%
+11,909
374
$144K 0.02%
3,497
+290
375
$134K 0.02%
50,000
13 14
15
16 17