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
51
$3.01M 0.43%
129,682
+1,149
52
$2.99M 0.43%
8,921
+788
53
$2.85M 0.41%
10,436
-84
54
$2.79M 0.4%
34,290
+3,532
55
$2.72M 0.39%
165,771
+32,304
56
$2.72M 0.39%
13,840
57
$2.68M 0.38%
+47,796
58
$2.68M 0.38%
27,394
+3,337
59
$2.62M 0.38%
33,522
-3,755
60
$2.62M 0.37%
32,337
-3,905
61
$2.54M 0.36%
61,650
-4,600
62
$2.53M 0.36%
37,423
+4,153
63
$2.53M 0.36%
14,998
+1
64
$2.49M 0.36%
89,774
-66,464
65
$2.49M 0.36%
15,896
-793
66
$2.46M 0.35%
27,838
-963
67
$2.46M 0.35%
36,765
+4,239
68
$2.45M 0.35%
+76,883
69
$2.4M 0.34%
84,183
-9,270
70
$2.37M 0.34%
17,390
+1,875
71
$2.2M 0.31%
37,943
-120
72
$2.17M 0.31%
36,673
73
$2.16M 0.31%
68,712
+12,095
74
$2.16M 0.31%
22,581
-368
75
$2.14M 0.31%
15,950
-802
1 2
3
4 5