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
376
$54K 0.01%
10,128
+8
377
$49K 0.01%
2,327
378
$45K 0.01%
16,000
+500
379
$25K ﹤0.01%
50,000
380
$15K ﹤0.01%
+964
381
– –
0
382
– –
-3,775
383
– –
-14,250
384
– –
-2,200
385
– –
-6,536
386
– –
-9,870
387
– –
-10,000
388
– –
-10,000
389
– –
-20,243
390
– –
-2,231
391
– –
-12,287
392
– –
-535
393
– –
-3,480
394
– –
-13,824
395
– –
-73,700
396
– –
-3,100
397
– –
-4,242
398
– –
-7,028
399
– –
-22,982
400
– –
-87,313
14 15
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