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
$699M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.5M
3
+$3.48M
4
EVRG icon
Evergy
EVRG
+$2.56M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.44M

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
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404
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405
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406
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407
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408
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409
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410
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-713,765
411
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-568,990
412
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-180,639
413
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414
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415
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416
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417
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418
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419
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420
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421
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422
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423
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424
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425
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-12,947
14 15 16
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