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

Top Buys

1
+$11.8M
2
+$4.39M
3
+$2.08M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.04M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.83M

Top Sells

1
+$84.7M
2
+$20.4M
3
+$5.97M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.84M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.29M

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
26
$5.25M 0.86%
6,628
+2,082
27
$5.19M 0.85%
83,481
+16,543
28
$4.99M 0.82%
243,088
-6,474
29
$4.89M 0.8%
42,463
+5,109
30
$4.87M 0.8%
46,557
+5,557
31
$4.8M 0.78%
31,683
+6,900
32
$4.73M 0.77%
277,314
+101,178
33
$4.52M 0.74%
54,409
-7,857
34
$4.49M 0.73%
80,931
+18,355
35
$4.3M 0.7%
42,913
-3,308
36
$4.29M 0.7%
54,042
-9,144
37
$4.19M 0.69%
31,077
-442
38
$4.09M 0.67%
73,535
-2,300
39
$4.02M 0.66%
116,794
-66,348
40
$3.94M 0.64%
217,060
+6,425
41
$3.89M 0.64%
117,550
+18,905
42
$3.83M 0.63%
60,779
-45,081
43
$3.81M 0.62%
28,405
-3,489
44
$3.75M 0.61%
63,378
+13,122
45
$3.64M 0.6%
45,297
-6,501
46
$3.51M 0.57%
246,810
+60,088
47
$3.48M 0.57%
96,009
+16,279
48
$3.48M 0.57%
68,502
+12,713
49
$3.48M 0.57%
64,214
+16,250
50
$3.45M 0.56%
48,447
+20,207
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