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
$1.3B
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.7M
3
+$6.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.81M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.74M

Top Sells

1
+$14M
2
+$8.72M
3
+$7.96M
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
+$6.74M

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
376
$72K 0.01%
17,040
+1,470
377
$27K ﹤0.01%
+10,000
378
$23K ﹤0.01%
333
379
$23K ﹤0.01%
+1,000
380
– –
-15,908
381
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382
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-71,204
383
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-2,597
384
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-10,000
385
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386
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387
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388
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389
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390
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391
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392
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393
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394
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396
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397
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400
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13 14 15
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