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
351
$97K 0.01%
18,556
+7,443
352
$95K 0.01%
18
353
$89K 0.01%
10,125
354
$86K 0.01%
15,056
-74
355
$65K 0.01%
+35,560
356
$59K 0.01%
40
357
$58K 0.01%
10,159
+9
358
$42K 0.01%
+30,000
359
$30K ﹤0.01%
11,005
360
$18K ﹤0.01%
50,000
361
$13K ﹤0.01%
1,593
362
$7K ﹤0.01%
1,607
363
– –
-12,563
364
– –
-10,000
365
– –
-11,361
366
– –
-5,077
367
– –
-11,268
368
– –
-1,489
369
– –
-5,824
370
– –
-10,000
371
– –
-170,175
372
– –
-5,499
373
– –
-12,000
374
– –
-3,637
375
– –
-5,396
12 13 14
15
16