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
$612M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$4.55M
3 +$2.05M
4
DIS icon
Walt Disney
DIS
+$1.94M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.86M

Top Sells

1 +$84.9M
2 +$20.4M
3 +$6.04M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.78M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.4M

Sector Composition

1 Healthcare 11.98%
2 Technology 7.07%
3 Financials 6.39%
4 Consumer Staples 6.09%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-11,926
427
-21,200