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
351
$221K 0.03%
8,446
-51
352
$218K 0.03%
4,743
353
$216K 0.03%
3,216
-203
354
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356
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+3,216
357
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956
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358
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360
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361
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362
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363
$202K 0.03%
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364
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3,000
365
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366
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367
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368
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369
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370
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372
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30,000
373
$161K 0.02%
+11,076
374
$159K 0.02%
4,700
375
$155K 0.02%
10,453
-1,159
13 14
15
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