FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.3%
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
+$26.1M
2
+$3.6M
3
+$3.37M
4
MDT icon
Medtronic
MDT
+$2.15M
5
T icon
AT&T
T
+$2.06M

Top Sells

1
+$22.9M
2
+$4.66M
3
+$2.65M
4
SPR
Spirit AeroSystems
SPR
+$2.41M
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
376
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-5,396
377
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378
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379
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380
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381
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-1,500
382
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-20,267
383
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-10,809
384
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0
385
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386
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387
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-7,000
388
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-15,780
389
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-15,300
390
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391
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-6,049
392
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-33,000
393
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-45,544
394
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-10,000
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