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
$623M
AUM Growth
+$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15.9M
3
+$13.6M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$9.19M
5
PXF icon
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
+$8.81M

Top Sells

1
+$7.49M
2
+$5.68M
3
+$5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$2.93M

Sector Composition

1 Consumer Staples 14.76%
2 Energy 14.46%
3 Consumer Discretionary 3.39%
4 Healthcare 3.29%
5 Financials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.31M 0.37%
69,836
+32,899
52
$2.26M 0.36%
101,665
+12,688
53
$2.17M 0.35%
20,238
-3,279
54
$2.15M 0.35%
10,360
+9,301
55
$2.13M 0.34%
53,229
+14,425
56
$2.05M 0.33%
24,148
-34,509
57
$1.99M 0.32%
+26,722
58
$1.97M 0.32%
23,219
+8,938
59
$1.95M 0.31%
30,335
+11,896
60
$1.95M 0.31%
134,871
-20,724
61
$1.95M 0.31%
78,881
+12,796
62
$1.87M 0.3%
81,728
+11,543
63
$1.86M 0.3%
61,345
+1,145
64
$1.85M 0.3%
65,116
+42,311
65
$1.85M 0.3%
85,373
+9,680
66
$1.81M 0.29%
29,144
-7,581
67
$1.81M 0.29%
112,257
-2,327
68
$1.81M 0.29%
+65,985
69
$1.8M 0.29%
+72,240
70
$1.79M 0.29%
+65,150
71
$1.77M 0.29%
56,758
+32,844
72
$1.77M 0.29%
123,312
+1,916
73
$1.66M 0.27%
17,360
+2,908
74
$1.63M 0.26%
14,990
-18,714
75
$1.6M 0.26%
38,464
+313
1 2
3
4 5