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
351
$220K 0.02%
+1,756
352
$220K 0.02%
+2,706
353
$217K 0.02%
+1,805
354
$216K 0.02%
1,525
355
$216K 0.02%
2,994
356
$215K 0.02%
+5,971
357
$212K 0.02%
+6,445
358
$211K 0.02%
1,000
359
$209K 0.02%
+1,720
360
$209K 0.02%
+8,430
361
$208K 0.02%
5,010
-1,453
362
$203K 0.02%
6,140
363
$203K 0.02%
+1,117
364
$202K 0.02%
+8,116
365
$198K 0.02%
11,892
+1,564
366
$194K 0.01%
+27,574
367
$192K 0.01%
67,100
-2,900
368
$184K 0.01%
11,000
369
$166K 0.01%
+12,425
370
$139K 0.01%
35,051
+3,736
371
$135K 0.01%
13,099
-14,000
372
$131K 0.01%
+400
373
$128K 0.01%
13,785
-400
374
$105K 0.01%
1,728
-113
375
$77K 0.01%
11,388
13 14
15
16 17