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
$1.3B
AUM Growth
+$81.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$10.6M
3
+$6.14M
4
DUSA icon
Davis Select US Equity ETF
DUSA
+$3.85M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.82M

Top Sells

1
+$13.3M
2
+$9.82M
3
+$7.95M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.27M
5
FEX icon
First Trust Large Cap Core AlphaDEX Fund
FEX
+$6.94M

Sector Composition

1 Financials 13.11%
2 Technology 9.45%
3 Healthcare 7.4%
4 Consumer Staples 5.1%
5 Energy 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.45M 0.72%
51,201
+20
27
$9.17M 0.7%
120,075
+2,203
28
$8.6M 0.66%
56,472
+2,894
29
$8.02M 0.62%
22,759
+7,329
30
$7.86M 0.6%
140,726
-7,652
31
$7.69M 0.59%
336,365
+4,765
32
$7.47M 0.57%
24,478
-193
33
$7.27M 0.56%
526,958
+115,194
34
$7.05M 0.54%
117,502
-132,564
35
$6.9M 0.53%
25,738
+10,780
36
$6.83M 0.52%
117,398
+15,445
37
$6.78M 0.52%
82,471
+74,675
38
$6.58M 0.5%
46,513
+3,881
39
$6.53M 0.5%
103,407
-1,916
40
$6.36M 0.49%
97,212
+3,935
41
$6.27M 0.48%
53,104
+2,015
42
$6.27M 0.48%
120,460
-965
43
$6.23M 0.48%
120,422
-410
44
$5.71M 0.44%
19,405
-3,078
45
$5.69M 0.44%
52,097
-166
46
$5.58M 0.43%
51,581
-299
47
$5.45M 0.42%
83,589
-215
48
$5.35M 0.41%
273,980
+2,926
49
$4.94M 0.38%
216,441
-169,410
50
$4.92M 0.38%
45,326
+8,251
1
2
3 4 5