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
$738M
AUM Growth
+$78.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$26.5M
2
+$3.8M
3
+$3.61M
4
MDT icon
Medtronic
MDT
+$2.19M
5
T icon
AT&T
T
+$2.13M

Top Sells

1
+$23.3M
2
+$4.66M
3
+$2.78M
4
SPR icon
Spirit AeroSystems
SPR
+$2.5M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$1.93M

Sector Composition

1 Financials 13.64%
2 Healthcare 12.01%
3 Energy 10.29%
4 Technology 9.24%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.99M 0.81%
118,792
+5,332
27
$5.86M 0.79%
111,086
28
$5.85M 0.79%
21,375
-344
29
$5.17M 0.7%
31,010
-1,012
30
$5.15M 0.7%
42,025
-154
31
$5.06M 0.69%
133,530
-5,840
32
$5.06M 0.69%
60,044
-350
33
$5.05M 0.69%
26,336
+716
34
$5.05M 0.68%
20,849
+155
35
$5M 0.68%
76,790
-4,381
36
$4.74M 0.64%
88,330
+860
37
$4.68M 0.63%
52,580
+5,060
38
$4.54M 0.62%
351,223
+294,082
39
$4.52M 0.61%
11,842
+96
40
$4.48M 0.61%
76,420
-600
41
$4.02M 0.55%
61,879
-4,244
42
$3.88M 0.53%
22,322
-172
43
$3.86M 0.52%
42,379
+24,069
44
$3.85M 0.52%
25,158
-1,173
45
$3.72M 0.5%
65,056
-425
46
$3.65M 0.5%
75,620
-6,093
47
$3.42M 0.46%
138,424
-4,251
48
$3.33M 0.45%
14,126
+1
49
$3.17M 0.43%
36,903
-617
50
$3.04M 0.41%
34,933
-767
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2
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