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

Top Buys

1
+$4.63M
2
+$3.51M
3
+$3.5M
4
EVRG icon
Evergy
EVRG
+$2.68M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.45M

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
26
$5.18M 0.74%
132,885
+5,015
27
$5.09M 0.73%
41,975
+6,041
28
$4.94M 0.71%
88,727
+1,739
29
$4.86M 0.7%
24,892
+1,014
30
$4.82M 0.69%
36,395
+2,058
31
$4.5M 0.64%
81,099
-3,748
32
$4.46M 0.64%
42,759
-13,128
33
$4.44M 0.63%
222,328
-15,746
34
$4.44M 0.63%
55,675
-17,406
35
$4.43M 0.63%
21,385
-862
36
$4.42M 0.63%
90,580
-706
37
$4.29M 0.61%
176,906
+6,117
38
$4.17M 0.6%
25,434
+319
39
$4.13M 0.59%
165,914
+67,164
40
$3.95M 0.57%
18,900
+426
41
$3.94M 0.56%
79,575
+20,446
42
$3.92M 0.56%
65,563
-308
43
$3.75M 0.54%
17,024
+9,249
44
$3.6M 0.52%
42,360
+2,220
45
$3.53M 0.51%
21,459
+3,274
46
$3.48M 0.5%
27,375
+2,689
47
$3.43M 0.49%
102,806
-3,019
48
$3.32M 0.48%
120,972
-29,622
49
$3.14M 0.45%
120,058
-30,870
50
$3.13M 0.45%
46,724
-11,150
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