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
$654M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$5.56M
3
+$3.52M
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$3.21M
5
NE
Noble Corporation
NE
+$2.03M

Top Sells

1
+$4.99M
2
+$4.98M
3
+$3.42M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.4M
5
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$2.94M

Sector Composition

1 Healthcare 12.01%
2 Financials 11.07%
3 Technology 7.4%
4 Consumer Staples 6.13%
5 Consumer Discretionary 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.45M 0.83%
43,737
+1,274
27
$5.43M 0.83%
313,174
+35,860
28
$5.36M 0.82%
64,851
+1,129
29
$5.34M 0.82%
95,968
-2,544
30
$5.16M 0.79%
62,881
+4,049
31
$5.09M 0.78%
191,035
-110,538
32
$4.99M 0.76%
335,538
+133,545
33
$4.94M 0.76%
690,843
+175,795
34
$4.93M 0.76%
74,932
-8,549
35
$4.87M 0.75%
34,093
+2,410
36
$4.84M 0.74%
192,022
-197,712
37
$4.51M 0.69%
77,331
-3,600
38
$4.49M 0.69%
131,040
+13,490
39
$4.33M 0.66%
68,557
+5,179
40
$4.3M 0.66%
32,163
-10,750
41
$4.27M 0.65%
73,025
-510
42
$4.24M 0.65%
213,469
-3,591
43
$4.12M 0.63%
28,078
-327
44
$4.11M 0.63%
51,017
+2,570
45
$4.04M 0.62%
29,390
-1,687
46
$3.99M 0.61%
143,680
-123,054
47
$3.99M 0.61%
69,254
+5,040
48
$3.96M 0.61%
71,035
+2,533
49
$3.89M 0.6%
46,547
-7,862
50
$3.88M 0.59%
65,843
-11
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2
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