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
$612M
AUM Growth
-$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$4.39M
3
+$2.08M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.04M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.83M

Top Sells

1
+$84.7M
2
+$20.4M
3
+$5.97M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.84M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.29M

Sector Composition

1 Healthcare 11.98%
2 Technology 7.07%
3 Financials 6.39%
4 Consumer Staples 6.09%
5 Consumer Discretionary 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.28M 0.54%
116,154
+20,771
52
$3.25M 0.53%
36,458
-7,647
53
$3.23M 0.53%
64,342
-5,174
54
$3.2M 0.52%
231,158
+132,546
55
$3.12M 0.51%
65,854
-885
56
$3.08M 0.5%
102,033
+4,700
57
$3.02M 0.49%
160,882
-61,163
58
$3M 0.49%
20,099
+15
59
$2.93M 0.48%
201,993
+9,147
60
$2.92M 0.48%
33,812
-900
61
$2.87M 0.47%
44,003
-3,850
62
$2.85M 0.47%
20,180
-485
63
$2.81M 0.46%
91,086
+36,719
64
$2.78M 0.46%
31,432
+185
65
$2.78M 0.46%
26,347
-2,887
66
$2.77M 0.45%
49,221
-1,523
67
$2.77M 0.45%
69,208
+11,260
68
$2.52M 0.41%
15,726
+6,007
69
$2.5M 0.41%
39,400
+400
70
$2.42M 0.4%
21,365
-693
71
$2.38M 0.39%
15,028
-1,046
72
$2.37M 0.39%
10,527
-1,658
73
$2.35M 0.38%
112,878
+21,270
74
$2.3M 0.38%
66,115
+2,638
75
$2.3M 0.38%
39,334
+12,416
1 2
3
4 5