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
351
$212K 0.03%
+689
352
$211K 0.03%
1,401
-125
353
$209K 0.03%
2,861
+67
354
$208K 0.03%
27,099
355
$205K 0.03%
+3,882
356
$205K 0.03%
+1,983
357
$202K 0.03%
+5,449
358
$200K 0.03%
+8,132
359
$199K 0.03%
4,963
-571
360
$188K 0.03%
+21,249
361
$176K 0.03%
12,034
+1
362
$176K 0.03%
34
363
$168K 0.02%
11,938
364
$134K 0.02%
+5,000
365
$132K 0.02%
4,559
-949
366
$128K 0.02%
1,883
367
$123K 0.02%
1,500
-1,540
368
$118K 0.02%
112
-60
369
$116K 0.02%
26,718
-5,728
370
$92K 0.01%
17,381
+2,252
371
$87K 0.01%
15,114
-135
372
$74K 0.01%
26,357
-5,206
373
$72K 0.01%
+25,000
374
$72K 0.01%
18
375
$65K 0.01%
10,234
13 14
15
16 17